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 | $1,007,841 | $40,386+2395.5% | $80,607+1150.3% | $74,440+1253.9% |
| Participation rate | 97.0% | 47.4%+49.7pp | 67.0%+30.0pp | 70.7%+26.3pp |
| Annual return | 29.31% | 165.00%-135.7pp | 936.11%-906.8pp | 34.37%-5.1pp |
| Employer contribution / active EE | $32,731 | $1,496+2088.5% | $2,724+1101.5% | $2,638+1140.8% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,448-100.0% | $4,529-100.0% |
| Admin fee / account holder | $2 | $720-99.8% | $5,379-100.0% | $348-99.5% |