Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,623,346 | $80,731+1910.8% | $103,378+1470.3% | $74,400+2081.9% |
| Participation rate | 99.4% | 65.7%+33.7pp | 74.5%+24.9pp | 67.2%+32.2pp |
| Annual return | 18.14% | 27.56%-9.4pp | 24.91%-6.8pp | 1367.51%-1349.4pp |
| Employer contribution / active EE | $24,440 | $3,159+673.6% | $3,870+531.5% | $2,624+831.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,401-100.0% | $1,944-100.0% |