Filed September 4, 2025
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,725 | $62,166+501.2% | $81,286+359.8% | $74,429+402.1% |
| Participation rate | 99.1% | 64.1%+35.0pp | 69.5%+29.5pp | 67.2%+31.8pp |
| Annual return | 24.11% | 16.50%+7.6pp | 24.80%-0.7pp | 1368.38%-1344.3pp |
| Employer contribution / active EE | $10,347 | $1,881+450.1% | $2,463+320.2% | $2,625+294.2% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,925-100.0% | $5,764-100.0% | $1,944-100.0% |