Filed December 21, 2023
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.
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 | $258,711 | $60,454+327.9% | $81,844+216.1% | $74,459+247.5% |
| Participation rate | 97.0% | 63.0%+34.0pp | 72.4%+24.6pp | 67.2%+29.8pp |
| Annual return | 17.34% | 16.87%+0.5pp | 778.87%-761.5pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $10,494 | $2,630+299.1% | $2,916+259.8% | $2,626+299.7% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $17 | $1,490-98.8% | $7,355-99.8% | $1,945-99.1% |