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 | $541,658 | $80,731+570.9% | $103,374+424.0% | $74,546+626.6% |
| Participation rate | 99.3% | 65.7%+33.7pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 43.54% | 27.56%+16.0pp | 24.89%+18.7pp | 1366.03%-1322.5pp |
| Employer contribution / active EE | $23,508 | $3,158+644.5% | $3,869+507.5% | $2,624+795.8% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |