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 | $289,716 | $81,233+256.6% | $155,567+86.2% | $80,874+258.2% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 18.45% | 33.33%-14.9pp | 64.74%-46.3pp | 35.62%-17.2pp |
| Employer contribution / active EE | $15,211 | $3,101+390.5% | $4,674+225.4% | $2,756+452.0% |
| Participant deferral / active EE | $1,555 | $3,452-55.0% | $5,628-72.4% | $4,297-63.8% |
| Admin fee / account holder | $19 | $7,998-99.8% | $15,916-99.9% | $6,935-99.7% |