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 | $334,177 | $102,385+226.4% | $147,080+127.2% | $80,935+312.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.11% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.5pp |
| Employer contribution / active EE | $8,965 | $3,717+141.2% | $4,933+81.7% | $2,757+225.2% |
| Participant deferral / active EE | $9,920 | $6,651+49.2% | $8,066+23.0% | $4,299+130.7% |
| Admin fee / account holder | $37,665 | $7,951+373.7% | $12,989+190.0% | $6,924+443.9% |