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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,371 | $69,383+79.3% | $101,271+22.8% | $73,493+69.2% |
| Participation rate | 89.8% | 68.4%+21.5pp | 75.8%+14.0pp | 70.7%+19.2pp |
| Annual return | 248.39% | 18.46%+229.9pp | 46.48%+201.9pp | 28.51%+219.9pp |
| Employer contribution / active EE | $6,605 | $2,628+151.3% | $3,660+80.5% | $2,270+190.9% |
| Participant deferral / active EE | $2,594 | $3,301-21.4% | $4,371-40.6% | $3,740-30.6% |
| Admin fee / account holder | $59 | $704-91.6% | $5,948-99.0% | $513-88.4% |