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 | $451,311 | $102,422+340.6% | $147,117+206.8% | $80,959+457.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.85% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.8pp |
| Employer contribution / active EE | $19,660 | $3,717+428.9% | $4,932+298.6% | $2,757+613.0% |
| Participant deferral / active EE | $5,486 | $6,652-17.5% | $8,065-32.0% | $4,300+27.6% |
| Admin fee / account holder | $16,025 | $7,953+101.5% | $12,993+23.3% | $6,925+131.4% |