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 | $53,311 | $102,197-47.8% | $142,516-62.6% | $74,473-28.4% |
| Participation rate | 97.7% | 79.8%+17.8pp | 76.8%+20.9pp | 70.7%+26.9pp |
| Annual return | 92.13% | 19.73%+72.4pp | 20.03%+72.1pp | 34.36%+57.8pp |
| Employer contribution / active EE | $21,276 | $5,052+321.2% | $4,849+338.8% | $2,638+706.4% |
| Participant deferral / active EE | $0 | $6,304-100.0% | $6,280-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $10,008-100.0% | $347-100.0% |