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 | $274,553 | $81,276+237.8% | $155,574+76.5% | $80,925+239.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.79% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $9,121 | $3,103+193.9% | $4,676+95.1% | $2,756+230.9% |
| Participant deferral / active EE | $5,929 | $3,453+71.7% | $5,629+5.3% | $4,299+37.9% |
| Admin fee / account holder | $4,381 | $7,993-45.2% | $15,914-72.5% | $6,940-36.9% |