Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $514,669 | $59,191+769.5% | $76,767+570.4% | $56,289+814.3% |
| Participation rate | 99.5% | 75.2%+24.3pp | 77.0%+22.5pp | 69.9%+29.6pp |
| Annual return | 4.39% | 6.62%-2.2pp | 2.43%+2.0pp | -9.96%+14.3pp |
| Employer contribution / active EE | $25,755 | $1,759+1364.4% | $2,485+936.3% | $2,111+1120.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $50 | $489-89.7% | $6,675-99.2% | $521-90.3% |