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 | $377,167 | $71,666+426.3% | $117,861+220.0% | $69,634+441.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 14.79% | 18.86%-4.1pp | 335.11%-320.3pp | 27572.26%-27557.5pp |
| Employer contribution / active EE | $5,937 | $1,889+214.3% | $3,786+56.8% | $2,032+192.1% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |