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 | $354,397 | $71,142+398.2% | $119,628+196.3% | $64,829+446.7% |
| Participation rate | 99.8% | 78.6%+21.2pp | 79.3%+20.6pp | 71.5%+28.3pp |
| Annual return | 6.45% | -10.01%+16.5pp | -14.98%+21.4pp | 32.85%-26.4pp |
| Employer contribution / active EE | $13,146 | $2,497+426.4% | $4,232+210.6% | $2,507+424.4% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,330-100.0% | $188-100.0% |