Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $369,477 | $241,850+52.8% | $102,383+260.9% | $199,921+84.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 19.19% | 17.67%+1.5pp | 24.94%-5.7pp | 34.28%-15.1pp |
| Employer contribution / active EE | $953 | $4,253-77.6% | $3,870-75.4% | $3,035-68.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,089-100.0% |
| Admin fee / account holder | $1 | $288-99.7% | $8,391-100.0% | $269-99.7% |