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 | $529,074 | $82,979+537.6% | $102,383+416.8% | $77,714+580.8% |
| Participation rate | 99.7% | 71.5%+28.1pp | 74.5%+25.2pp | 70.6%+29.1pp |
| Annual return | 13.53% | 19.11%-5.6pp | 24.94%-11.4pp | 31.26%-17.7pp |
| Employer contribution / active EE | $9,409 | $3,554+164.8% | $3,870+143.1% | $2,727+245.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |