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 | $463,957 | $93,598+395.7% | $135,974+241.2% | $75,173+517.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.76% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-140.0pp |
| Employer contribution / active EE | $14,357 | $3,538+305.8% | $4,859+195.5% | $2,671+437.5% |
| Participant deferral / active EE | $12,867 | $6,405+100.9% | $7,760+65.8% | $4,126+211.8% |
| Admin fee / account holder | $8,384 | $6,978+20.2% | $10,767-22.1% | $5,651+48.4% |