Sign up free to preview peer percentile detail
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 | $301,795 | $66,650+352.8% | $92,915+224.8% | $67,582+346.6% |
| Participation rate | 99.2% | 72.5%+26.7pp | 76.0%+23.2pp | 71.3%+28.0pp |
| Annual return | 53.23% | 92.64%-39.4pp | 109.45%-56.2pp | 378.57%-325.3pp |
| Employer contribution / active EE | $25,443 | $2,777+816.3% | $3,653+596.4% | $2,148+1084.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |