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 | $567,126 | $241,850+134.5% | $102,437+453.6% | $200,096+183.4% |
| Participation rate | 100.0% | 78.3%+21.6pp | 74.5%+25.4pp | 72.0%+27.9pp |
| Annual return | 44.42% | 17.67%+26.7pp | 24.95%+19.5pp | 34.26%+10.2pp |
| Employer contribution / active EE | $24,543 | $4,253+477.1% | $3,871+534.1% | $3,038+708.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,388-100.0% | $269-100.0% |