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 | $298,705 | $101,499+194.3% | $147,005+103.2% | $74,546+300.7% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.2%+11.6pp | 67.2%+26.6pp |
| Annual return | 53.66% | 8732.34%-8678.7pp | 418.76%-365.1pp | 1366.03%-1312.4pp |
| Employer contribution / active EE | $2,613 | $3,811-31.4% | $4,934-47.0% | $2,624-0.4% |
| Participant deferral / active EE | $7,667 | $7,304+5.0% | $8,070-5.0% | $4,347+76.4% |
| Admin fee / account holder | $85,208 | $1,748+4775.0% | $13,006+555.1% | $1,944+4284.1% |