Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,868 | $65,428-42.1% | $169,397-77.6% | $71,529-47.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | 397.76% | 21.35%+376.4pp | 406.23%-8.5pp | 28.97%+368.8pp |
| Employer contribution / active EE | $205 | $2,064-90.0% | $4,013-94.9% | $2,590-92.1% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $6,223-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,328-100.0% | $9,017-100.0% | $1,588-100.0% |