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 | $256,494 | $108,825+135.7% | $156,181+64.2% | $82,448+211.1% |
| Participation rate | 79.6% | 72.4%+7.2pp | 78.8%+0.8pp | 68.1%+11.5pp |
| Annual return | 17.91% | 20.59%-2.7pp | 64.87%-47.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,722 | $2,870+29.7% | $4,294-13.3% | $2,551+45.9% |
| Participant deferral / active EE | $12,515 | $4,577+173.4% | $6,132+104.1% | $4,139+202.4% |
| Admin fee / account holder | $5,377 | $9,341-42.4% | $14,586-63.1% | $7,234-25.7% |