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 | $1,355,922 | $91,439+1382.9% | $135,974+897.2% | $71,511+1796.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 27.51% | 29.90%-2.4pp | 68.30%-40.8pp | 28.86%-1.3pp |
| Employer contribution / active EE | $39,545 | $3,705+967.4% | $4,859+713.9% | $2,589+1427.3% |
| Participant deferral / active EE | $24,659 | $7,093+247.7% | $7,760+217.8% | $4,291+474.7% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |