Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $362,608 | $110,258+228.9% | $102,460+253.9% | $200,096+81.2% |
| Participation rate | 89.7% | 86.3%+3.3pp | 76.5%+13.1pp | 72.0%+17.6pp |
| Annual return | 16.89% | 35.78%-18.9pp | 29.47%-12.6pp | 34.26%-17.4pp |
| Employer contribution / active EE | $17,716 | $3,605+391.5% | $3,025+485.6% | $3,038+483.2% |
| Participant deferral / active EE | $0 | $6,377-100.0% | $5,056-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,460-100.0% | $269-100.0% |