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 | $370,542 | $92,076+302.4% | $105,607+250.9% | $77,736+376.7% |
| Participation rate | 98.5% | 81.0%+17.5pp | 75.3%+23.2pp | 70.6%+27.9pp |
| Annual return | 35.84% | 17.84%+18.0pp | 116.11%-80.3pp | 31.26%+4.6pp |
| Employer contribution / active EE | $13,608 | $3,370+303.8% | $3,167+329.7% | $2,728+398.9% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,011-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $10,958-100.0% | $433-100.0% |