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 | $315,574 | $58,099+443.2% | $76,902+310.4% | $75,177+319.8% |
| Participation rate | 98.8% | 63.9%+34.9pp | 69.6%+29.2pp | 67.2%+31.6pp |
| Annual return | 58.53% | 26.71%+31.8pp | 37.91%+20.6pp | 160.75%-102.2pp |
| Employer contribution / active EE | $92,277 | $1,996+4524.3% | $2,534+3541.6% | $2,671+3354.7% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,778-100.0% | $5,479-100.0% | $5,651-100.0% |