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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $548,739 | $105,210+421.6% | $159,487+244.1% | $85,851+539.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.9pp | 69.3%+27.4pp |
| Annual return | 10.04% | 45.08%-35.0pp | 263.71%-253.7pp | 318.63%-308.6pp |
| Employer contribution / active EE | $9,476 | $3,319+185.5% | $4,831+96.1% | $2,565+269.4% |
| Participant deferral / active EE | $8,767 | $5,946+47.4% | $7,354+19.2% | $3,952+121.8% |
| Admin fee / account holder | $12,930 | $6,934+86.5% | $10,804+19.7% | $6,261+106.5% |