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 | $261,736 | $76,696+241.3% | $96,538+171.1% | $71,529+265.9% |
| Participation rate | 98.1% | 66.6%+31.5pp | 74.3%+23.7pp | 67.9%+30.1pp |
| Annual return | 22.93% | 48.32%-25.4pp | 35.74%-12.8pp | 28.97%-6.0pp |
| Employer contribution / active EE | $24,859 | $3,032+720.0% | $3,740+564.6% | $2,590+859.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |