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 | $269,841 | $71,957+275.0% | $67,652+298.9% | $59,188+355.9% |
| Participation rate | 99.9% | 82.7%+17.2pp | 75.7%+24.2pp | 69.4%+30.4pp |
| Annual return | 6.60% | 8.53%-1.9pp | 6625.40%-6618.8pp | 5.51%+1.1pp |
| Employer contribution / active EE | $7,347 | $2,432+202.1% | $2,266+224.3% | $2,098+250.2% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |