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 | $253,694 | $83,485+203.9% | $125,192+102.6% | $72,975+247.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.11% | 25.77%-2.7pp | 43.79%-20.7pp | 81.01%-57.9pp |
| Employer contribution / active EE | $9,875 | $2,346+321.0% | $3,866+155.4% | $2,440+304.7% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10 | $5,518-99.8% | $9,704-99.9% | $5,124-99.8% |