Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,340 | $66,124+325.5% | $90,461+211.0% | $73,497+282.8% |
| Participation rate | 99.0% | 69.7%+29.3pp | 72.7%+26.3pp | 70.7%+28.3pp |
| Annual return | 70.44% | 17.65%+52.8pp | 1294.76%-1224.3pp | 28.51%+41.9pp |
| Employer contribution / active EE | $13,049 | $2,346+456.1% | $3,264+299.8% | $2,270+474.8% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |