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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,467 | $51,207+754.3% | $70,565+519.9% | $75,177+481.9% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 23.32% | 30.05%-6.7pp | 32.79%-9.5pp | 160.75%-137.4pp |
| Employer contribution / active EE | $8,310 | $1,826+355.0% | $2,976+179.3% | $2,671+211.1% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $29 | $4,097-99.3% | $6,430-99.5% | $5,651-99.5% |