Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,606 | $80,753-60.9% | $136,298-76.8% | $62,293-49.3% |
| Participation rate | 91.3% | 73.5%+17.7pp | 81.9%+9.3pp | 69.5%+21.7pp |
| Annual return | 18.22% | 35.83%-17.6pp | 5156.27%-5138.1pp | 28.90%-10.7pp |
| Employer contribution / active EE | $569 | $2,884-80.3% | $4,696-87.9% | $2,042-72.1% |
| Participant deferral / active EE | $3,273 | $5,164-36.6% | $6,247-47.6% | $3,169+3.3% |
| Admin fee / account holder | $110 | $525-79.0% | $9,244-98.8% | $479-77.0% |