Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,976 | $27,800-78.5% | $58,544-89.8% | $71,495-91.6% |
| Participation rate | 83.1% | 34.6%+48.5pp | 50.9%+32.2pp | 67.9%+15.1pp |
| Annual return | 25.51% | 26.80%-1.3pp | 4249.56%-4224.1pp | 28.85%-3.3pp |
| Employer contribution / active EE | $859 | $632+35.9% | $1,053-18.5% | $2,589-66.8% |
| Participant deferral / active EE | $817 | $1,208-32.4% | $1,923-57.5% | $4,291-81.0% |
| Admin fee / account holder | $48 | $1,637-97.1% | $2,520-98.1% | $1,588-97.0% |