Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $264,890 | $81,487+225.1% | $102,412+158.7% | $80,935+227.3% |
| Participation rate | 93.3% | 66.8%+26.4pp | 74.5%+18.8pp | 67.7%+25.6pp |
| Annual return | 20.39% | 25.60%-5.2pp | 24.94%-4.6pp | 35.66%-15.3pp |
| Employer contribution / active EE | $6,184 | $3,103+99.3% | $3,870+59.8% | $2,757+124.3% |
| Participant deferral / active EE | $8,594 | $3,871+122.0% | $5,060+69.8% | $4,299+99.9% |
| Admin fee / account holder | $5,011 | $6,717-25.4% | $8,388-40.3% | $6,924-27.6% |