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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,196 | $37,156-88.7% | $83,854-95.0% | $86,983-95.2% |
| Participation rate | 97.1% | 49.1%+48.0pp | 59.1%+38.0pp | 69.5%+27.6pp |
| Annual return | 22.96% | 29.88%-6.9pp | 31.39%-8.4pp | 25.83%-2.9pp |
| Employer contribution / active EE | $1,069 | $661+61.8% | $1,017+5.1% | $2,584-58.6% |
| Participant deferral / active EE | $1,615 | $1,418+13.9% | $2,035-20.6% | $4,194-61.5% |
| Admin fee / account holder | $267 | $2,510-89.4% | $3,197-91.7% | $7,856-96.6% |