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 | $648,753 | $102,661+531.9% | $151,639+327.8% | $66,938+869.2% |
| Participation rate | 99.3% | 85.5%+13.8pp | 87.5%+11.8pp | 69.8%+29.5pp |
| Annual return | 22.70% | -10.81%+33.5pp | 3.34%+19.4pp | 1.58%+21.1pp |
| Employer contribution / active EE | $3,040 | $4,184-27.3% | $6,165-50.7% | $2,545+19.5% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,613-100.0% | $594-100.0% |