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 | $485,797 | $83,369+482.7% | $105,223+361.7% | $67,986+614.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 30.42% | 24.64%+5.8pp | 180.65%-150.2pp | 31.67%-1.2pp |
| Employer contribution / active EE | $24,769 | $2,541+874.9% | $3,689+571.5% | $2,019+1127.0% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $6 | $4,073-99.9% | $8,859-99.9% | $3,203-99.8% |