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 | $312,461 | $138,393+125.8% | $184,256+69.6% | $80,959+285.9% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.1pp | 67.7%+29.3pp |
| Annual return | 15.87% | 20.01%-4.1pp | 28.85%-13.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $3,939 | $4,847-18.7% | $6,427-38.7% | $2,757+42.9% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,026 | $10,489+14.6% | $13,899-13.5% | $6,925+73.6% |