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 | $1,199,416 | $77,908+1439.5% | $149,696+701.2% | $75,173+1495.5% |
| Participation rate | 96.7% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.5pp |
| Annual return | 20.25% | 31.73%-11.5pp | 134.46%-114.2pp | 160.72%-140.5pp |
| Employer contribution / active EE | $39,471 | $3,138+1157.9% | $4,821+718.8% | $2,671+1377.8% |
| Participant deferral / active EE | $23,019 | $3,411+574.8% | $5,682+305.1% | $4,126+457.9% |
| Admin fee / account holder | $41,309 | $5,950+594.3% | $13,212+212.7% | $5,651+631.1% |