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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,323 | $62,723+444.2% | $142,908+138.8% | $86,828+293.1% |
| Participation rate | 100.0% | 62.6%+37.4pp | 72.0%+28.0pp | 72.3%+27.7pp |
| Annual return | 34.15% | 17.62%+16.5pp | 5640.16%-5606.0pp | 97.95%-63.8pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,146-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $19,894 | $3,039+554.7% | $3,838+418.3% | $4,132+381.5% |
| Admin fee / account holder | $0 | $140-100.0% | $6,560-100.0% | $170-100.0% |