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 | $504,407 | $107,218+370.5% | $115,768+335.7% | $79,634+533.4% |
| Participation rate | 99.4% | 76.8%+22.6pp | 74.4%+25.0pp | 62.5%+36.9pp |
| Annual return | 39.52% | 15.41%+24.1pp | 100.46%-60.9pp | 36.46%+3.1pp |
| Employer contribution / active EE | $16,723 | $3,627+361.1% | $2,940+468.9% | $2,529+561.2% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $4,917-100.0% | $3,835-100.0% |
| Admin fee / account holder | $5 | $576-99.1% | $12,439-100.0% | $1,002-99.5% |