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 | $338,202 | $80,763+318.8% | $102,412+230.2% | $74,459+354.2% |
| Participation rate | 97.0% | 65.7%+31.3pp | 74.5%+22.5pp | 67.2%+29.7pp |
| Annual return | 29.48% | 27.57%+1.9pp | 24.94%+4.5pp | 1369.70%-1340.2pp |
| Employer contribution / active EE | $22,440 | $3,160+610.2% | $3,870+479.9% | $2,626+754.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |