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 | $298,206 | $84,499+252.9% | $125,391+137.8% | $66,949+345.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.27% | -8.49%-6.8pp | 572.41%-587.7pp | 1.57%-16.8pp |
| Employer contribution / active EE | $29,202 | $3,554+721.8% | $4,816+506.4% | $2,545+1047.3% |
| Participant deferral / active EE | $7,136 | $6,785+5.2% | $7,448-4.2% | $4,239+68.3% |
| Admin fee / account holder | $3,721 | $685+443.2% | $10,009-62.8% | $594+526.9% |