Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $633,633 | $65,428+868.4% | $169,397+274.1% | $71,529+785.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | 20.22% | 21.35%-1.1pp | 406.23%-386.0pp | 28.97%-8.8pp |
| Employer contribution / active EE | $38,751 | $2,064+1777.5% | $4,013+865.6% | $2,590+1396.3% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $6,223-100.0% | $4,291-100.0% |
| Admin fee / account holder | $80 | $1,328-94.0% | $9,017-99.1% | $1,588-95.0% |