Filed July 18, 2023
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 | $320,464 | $89,067+259.8% | $102,423+212.9% | $77,714+312.4% |
| Participation rate | 98.8% | 80.9%+17.9pp | 76.5%+22.3pp | 70.6%+28.2pp |
| Annual return | 728.39% | 25.01%+703.4pp | 29.42%+699.0pp | 31.26%+697.1pp |
| Employer contribution / active EE | $7,917 | $2,699+193.3% | $3,023+161.9% | $2,727+190.3% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |