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 | $342,870 | $76,696+347.1% | $96,515+255.3% | $71,511+379.5% |
| Participation rate | 97.9% | 66.6%+31.4pp | 74.3%+23.6pp | 67.9%+30.0pp |
| Annual return | 28.89% | 48.32%-19.4pp | 35.73%-6.8pp | 28.86%0pp |
| Employer contribution / active EE | $19,753 | $3,032+551.6% | $3,740+428.2% | $2,589+662.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $2,030-99.9% | $6,735-100.0% | $1,588-99.9% |