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 | $381,341 | $81,276+369.2% | $155,574+145.1% | $80,925+371.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 28.48% | 33.36%-4.9pp | 64.87%-36.4pp | 35.65%-7.2pp |
| Employer contribution / active EE | $15,087 | $3,103+386.2% | $4,676+222.7% | $2,756+447.4% |
| Participant deferral / active EE | $1,900 | $3,453-45.0% | $5,629-66.2% | $4,299-55.8% |
| Admin fee / account holder | $8,590 | $7,993+7.5% | $15,914-46.0% | $6,940+23.8% |