Filed August 19, 2024
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 | $689,255 | $80,748+753.6% | $102,383+573.2% | $74,429+826.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 44.96% | 27.57%+17.4pp | 24.94%+20.0pp | 1368.38%-1323.4pp |
| Employer contribution / active EE | $23,838 | $3,159+654.5% | $3,870+515.9% | $2,625+808.1% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $42 | $2,371-98.2% | $8,391-99.5% | $1,944-97.8% |