Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,532 | $91,198-78.6% | $178,503-89.1% | $79,856-75.5% |
| Participation rate | 90.6% | 69.2%+21.4pp | 81.9%+8.7pp | 69.6%+21.0pp |
| Annual return | 21.52% | 24.20%-2.7pp | 151.12%-129.6pp | 31.71%-10.2pp |
| Employer contribution / active EE | $5,124 | $3,257+57.3% | $5,011+2.3% | $2,471+107.4% |
| Participant deferral / active EE | $2,984 | $3,237-7.8% | $5,202-42.6% | $3,741-20.2% |
| Admin fee / account holder | $194 | $6,748-97.1% | $13,987-98.6% | $5,306-96.3% |