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 | $3,097,144 | $89,093+3376.3% | $102,434+2923.6% | $77,736+3884.2% |
| Participation rate | 99.3% | 80.9%+18.3pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 21.58% | 25.03%-3.5pp | 29.46%-7.9pp | 31.26%-9.7pp |
| Employer contribution / active EE | $71,091 | $2,699+2533.6% | $3,023+2251.5% | $2,728+2506.2% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,055-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,462-100.0% | $433-100.0% |