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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,811 | $64,517+428.2% | $81,438+318.5% | $80,874+321.4% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.6%+22.4pp |
| Annual return | 12.74% | 16.35%-3.6pp | 24.74%-12.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $21,395 | $1,982+979.6% | $2,460+769.6% | $2,756+676.4% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,677-100.0% | $5,764-100.0% | $6,935-100.0% |