Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,895,554 | $75,183+2421.2% | $123,894+1430.0% | $55,167+3336.0% |
| Participation rate | 99.5% | 72.8%+26.7pp | 81.4%+18.1pp | 69.0%+30.5pp |
| Annual return | 327.31% | 19.01%+308.3pp | 47.52%+279.8pp | 169.23%+158.1pp |
| Employer contribution / active EE | $8,596 | $2,823+204.5% | $4,617+86.2% | $1,963+338.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |