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 | $2,073,268 | $138,386+1398.2% | $184,260+1025.2% | $80,935+2461.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 23.50% | 20.02%+3.5pp | 28.84%-5.3pp | 35.66%-12.2pp |
| Employer contribution / active EE | $51,861 | $4,851+969.2% | $6,427+706.9% | $2,757+1781.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,898-100.0% | $6,924-100.0% |