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 | $976,846 | $95,438+923.5% | $135,982+618.4% | $74,473+1211.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 24.24% | 32.61%-8.4pp | 68.32%-44.1pp | 34.36%-10.1pp |
| Employer contribution / active EE | $16,301 | $3,878+320.4% | $4,859+235.5% | $2,638+517.9% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |