Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $453,663 | $88,479+412.7% | $96,515+370.0% | $80,157+466.0% |
| Participation rate | 99.9% | 79.9%+20.0pp | 74.3%+25.6pp | 72.9%+27.0pp |
| Annual return | 16.44% | 22.53%-6.1pp | 35.73%-19.3pp | 40.39%-24.0pp |
| Employer contribution / active EE | $26,135 | $4,177+525.7% | $3,740+598.9% | $2,977+777.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $6,735-100.0% | $145-100.0% |