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 | $858,592 | $34,675+2376.1% | $77,113+1013.4% | $64,829+1224.4% |
| Participation rate | 98.6% | 49.9%+48.7pp | 67.9%+30.7pp | 71.5%+27.1pp |
| Annual return | 9.90% | -5.28%+15.2pp | 42.37%-32.5pp | 32.85%-23.0pp |
| Employer contribution / active EE | $31,209 | $1,385+2153.4% | $2,815+1008.6% | $2,507+1144.8% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,430-100.0% | $4,312-100.0% |
| Admin fee / account holder | $3 | $178-98.5% | $5,445-100.0% | $188-98.6% |