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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,470 | $75,962-44.1% | $154,108-72.4% | $64,173-33.8% |
| Participation rate | 93.8% | 70.4%+23.4pp | 83.0%+10.8pp | 69.6%+24.3pp |
| Annual return | 8.05% | 30.32%-22.3pp | 735.21%-727.2pp | 7.63%+0.4pp |
| Employer contribution / active EE | $6,219 | $3,350+85.6% | $5,298+17.4% | $2,381+161.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |