Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $559,799 | $89,769+523.6% | $76,768+629.2% | - |
| Participation rate | 100.0% | 75.1%+24.9pp | 77.0%+23.0pp | - |
| Annual return | 1.18% | -5.73%+6.9pp | 2.43%-1.3pp | - |
| Employer contribution / active EE | $5,290 | $1,505+251.5% | $2,485+112.9% | - |
| Participant deferral / active EE | $0 | $3,196-100.0% | $3,852-100.0% | - |
| Admin fee / account holder | $0 | $4,068-100.0% | $6,676-100.0% | - |