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 | $377,032 | $89,093+323.2% | $102,434+268.1% | $77,736+385.0% |
| Participation rate | 99.9% | 80.9%+18.9pp | 76.5%+23.4pp | 70.6%+29.3pp |
| Annual return | 43.23% | 25.03%+18.2pp | 29.46%+13.8pp | 31.26%+12.0pp |
| Employer contribution / active EE | $14,103 | $2,699+422.5% | $3,023+366.5% | $2,728+417.0% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,055-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,462-100.0% | $433-100.0% |