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 | $338,141 | $76,551+341.7% | $123,894+172.9% | $62,881+437.7% |
| Participation rate | 95.3% | 73.0%+22.4pp | 81.4%+13.9pp | 69.3%+26.0pp |
| Annual return | 8.21% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $6,900 | $2,882+139.4% | $4,617+49.5% | $2,281+202.5% |
| Participant deferral / active EE | $8,533 | $4,840+76.3% | $5,984+42.6% | $3,203+166.4% |
| Admin fee / account holder | $4,608 | $4,826-4.5% | $8,357-44.9% | $4,296+7.3% |