Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,008 | $45,050+457.2% | $63,018+298.3% | $70,126+257.9% |
| Participation rate | 77.8% | 69.5%+8.3pp | 74.8%+3.0pp | 69.5%+8.2pp |
| Annual return | 16.42% | 18.76%-2.3pp | 87.62%-71.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $8,607 | $2,052+319.5% | $2,761+211.8% | $2,343+267.4% |
| Participant deferral / active EE | $6,597 | $2,466+167.6% | $3,330+98.1% | $3,332+98.0% |
| Admin fee / account holder | $3,276 | $2,834+15.6% | $3,601-9.0% | $4,645-29.5% |