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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $371,455 | $66,302+460.2% | $110,243+236.9% | $56,289+559.9% |
| Participation rate | 94.4% | 74.9%+19.5pp | 79.8%+14.6pp | 69.9%+24.6pp |
| Annual return | 48.10% | -1.18%+49.3pp | 314.76%-266.7pp | -9.96%+58.1pp |
| Employer contribution / active EE | $6,259 | $2,047+205.7% | $3,827+63.6% | $2,111+196.5% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |