Plan sponsor name.

Official plan name as filed.

Employer identification number.

Plan year start date.

Participant size tier.

Years-of-history tiers.

Earliest filing year for the plan.

Date the filing was received by the Department of Labor. Used to filter and sort by filing recency.

Plan identifier paired with EIN for year-over-year changes.

Filing category with schedules H or I where applicable.

Unique filing ID.

Broadest classification of the plan's payout structure (Defined Contribution vs. Defined Benefit).

The specific funding or regulatory model.

The common legal or marketing category of the plan.

Enrollment type category.

Vesting schedule for employer contributions.

Safe harbor plan flag.

Qualified default investment alternative (QDIA). Indicates if the plan uses an ERISA-compliant default investment for participants.

Indicates whether the plan's terms are maintained under one or more Collective Bargaining Agreements (CBAs).

Indicates if the plan allows a separate brokerage account to invest in assets outside the plan's core lineup.

Uses NAICS to group employer into one of 21 broad economic blocks (e.g., Manufacturing, Finance)

Mid-level industry grouping within a subsector (98); example: Legal Services.

The most granular industry classification (484); e.g., Offices of Dentists.

Fortune 500 sponsor flag.

NAICS industry code.

Geographic region (4 region BLS model)

The Core Based Statistical Area (CBSA), or Metro Area, consisting of one or more counties anchored by a high-density urban core.

Street address of the plan sponsor.

City of the plan sponsor.

State of the plan sponsor.

ZIP code of the plan sponsor.

Active participants at year-end.

Active participants with account balances.

Estimated median participant age from TDF vintage with highest assets.

Active participants making contributions divided by eligibles (bounded by 0-1).

Percentile rank of participation_rate for 401k and 403b plans only using cascading peer cohorts.

25th percentile participation_rate for the applicable 401k and 403b peer cohort under the participation cascade.

Median participation_rate for the applicable 401k and 403b peer cohort under the participation cascade.

75th percentile participation_rate for the applicable 401k and 403b peer cohort under the participation cascade.

Annual employee dollar contributions per participant.

Percentile rank of average employee contributions partitioned by Participant Size, Industry Group, and Geographic Region.

25th percentile employee contribution.

Median employee contribution.

75th percentile employee contribution.

Annual firm contributions per participant (firm dollar match).

Percentile rank of the employer's total annual contributions per participant, partitioned by Size, Industry Group, and Region.

25th percentile firm match.

Median firm match.

75th percentile firm match.

The combined annual sum of employee deferrals and employer matching/profit-sharing contributions per active participant.

Percentile rank of the total annual contributions (EE + ER) per participant, partitioned by Size, Industry Group, and Region.

25th percentile total contribution per participant.

Median total contribution per participant.

75th percentile total contribution per participant.

The percentage of the total annual contribution amount that originated from employee deferrals.

Percentile rank of the employee's share of total contributions, partitioned by Size, Industry Group, and Region.

25th percentile employee share of total contributions.

Median employee share of total contributions.

75th percentile employee share of total contributions.

The specific peer-grouping used to calculate contribution ranks, based on a cascading match of Size, Industry Group, and Region.

Plan permits participant loans.

Loan balances as a share of assets.

Percentile rank of the plan's total outstanding loans as a percentage of assets, partitioned by Avg. Balance Tier and Sector.

25th percentile of loans as a percentage of assets.

50th percentile of loans as a percentage of assets.

75th percentile of loans as a percentage of assets.

The total outstanding loan balance of the plan divided by the total number of active participants. A key sign of workforce stress.

Percentile rank of the plan-wide debt density, partitioned by Avg. Balance Tier and Sector.

25th percentile loans per active participant.

Median loans per active participant.

75th percentile loans per active participant.

Compounded annual growth rate of total assets over the trailing 3-year period.

Compounded annual growth rate of active participants over the trailing 3-year period.

Total plan assets at year-end.

Categorizes plans into asset-value ranges for peer benchmarking.

The average account balance per plan participant.

Percentile rank of average participant balances partitioned by Asset Tier and Sector.

Average balance tier by quintiles.

25th percentile average balance.

Median average balance.

75th percentile average balance.

Explicit administrative fees per participant per month, expressed in dollars. Used for direct cost comparisons and narratives.

Percentile rank of administrative fees (PAPM) relative to comparable plans. Lower values indicate lower fees. Calculated on the eligible peer cohort; plans with missing or invalid fee data are excluded.

Peer cohort percentile benchmarks for administrative fees (PAPM). Values reflect the distribution of comparable plans after applying ranking eligibility rules.

Peer cohort percentile benchmarks for administrative fees (PAPM). Values reflect the distribution of comparable plans after applying ranking eligibility rules.

Peer cohort percentile benchmarks for administrative fees (PAPM). Values reflect the distribution of comparable plans after applying ranking eligibility rules.

Explicit administrative fees expressed as basis points of average plan assets. Primary metric for size-normalized fee comparisons across plans. Benchmark values are derived from the eligible peer cohort and may be null where fee data is incomplete or not comparable.

Percentile rank of administrative fees (basis points) relative to comparable plans. Lower values indicate lower fees. Calculated on the eligible peer cohort; excluded for plans without valid fee data.

Peer cohort percentile benchmarks for administrative fees in basis points. Reflect the distribution of comparable plans after applying ranking eligibility rules.

Peer cohort percentile benchmarks for administrative fees in basis points. Reflect the distribution of comparable plans after applying ranking eligibility rules.

Peer cohort percentile benchmarks for administrative fees in basis points. Reflect the distribution of comparable plans after applying ranking eligibility rules.

One-year estimated internal rate of return (IRR).

Percentile rank of one-year IRR partitioned by Plan Year and Sector.

25th percentile one-year return.

Median one-year return.

75th percentile one-year return.

Three-year estimated internal rate of return (IRR).

Percentile rank of three-year IRR partitioned by Plan Year and Sector.

25th percentile three-year return.

Median three-year return.

75th percentile three-year return.

Five-year estimated internal rate of return (IRR).

Percentile rank of five-year IRR partitioned by Plan Year and Sector.

25th percentile five-year return.

Median five-year return.

75th percentile five-year return.

Percentage of assets on Schedule D in passive funds.

Fund family with highest asset concentration (e.g., Schwab, Fideilty, Vanguard)

Categorizes the plan based on the total number of unique investment options offered on the menu.

Total number of unique index-based Target-Date Fund (TDF) series offered in the plan.

Target-date vintage ( (e.g., 2030, 2045) with the highest assets in the plan.

Percentage of plan assets held in employer stock or related securities.

Number of reported master trusts in the plan.

The proportion of total plan assets that are mapped to specific investment categories or schedules.

Schedule D data quality flag identifying gaps in investment detail.

Canonical plan recordkeeper name.

Recordkeeper classification (Schedule C).

Primary investment advisor name.

The primary retirement administration ecosystem or bundled provider (e.g., Human Interest, Guideline, Pentegra).

Plan audit firm name.

Canonical normalized audit firm name.

EIN of the plan audit firm.

Fee risk indicator based on minimum AUM and fees per account. 1 = risk flagged, 0 = no flag.

Sum of corrective distribution dollars reported for the filing, expressed in absolute value. Tied to failed nondiscrimination testing or excess contribution refunds.

Corrective distributions as a percentage of employee contributions.

Auditor change signal.

Plan signer or decision maker. Could be TPA or individual.

Indicates if the current year's authorized signer matches the previous year's filing history.

Sponsor or administrator phone number.