Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,737 | $51,207+211.9% | $70,565+126.4% | $71,529+123.3% |
| Participation rate | 98.3% | 59.4%+38.9pp | 68.4%+29.9pp | 67.9%+30.3pp |
| Annual return | 116.19% | 42.71%+73.5pp | 32.79%+83.4pp | 28.97%+87.2pp |
| Employer contribution / active EE | $22,365 | $1,795+1146.0% | $2,976+651.6% | $2,590+763.6% |
| Participant deferral / active EE | $0 | $3,033-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $6,430-100.0% | $1,588-100.0% |