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.
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 | $720,851 | $84,940+748.7% | $111,319+547.6% | $79,395+807.9% |
| Participation rate | 99.6% | 75.9%+23.7pp | 77.3%+22.3pp | 70.7%+28.9pp |
| Annual return | 24.72% | 17.45%+7.3pp | 54.68%-30.0pp | 116.90%-92.2pp |
| Employer contribution / active EE | $5,581 | $1,979+182.0% | $2,732+104.3% | $2,428+129.9% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |