Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $515,745 | $86,225+498.1% | $146,647+251.7% | $86,821+494.0% |
| Participation rate | 99.8% | 78.0%+21.8pp | 80.1%+19.7pp | 72.3%+27.5pp |
| Annual return | 94.98% | 31.23%+63.7pp | 22.75%+72.2pp | 97.94%-3.0pp |
| Employer contribution / active EE | $6,729 | $2,392+181.3% | $4,137+62.7% | $2,406+179.7% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |