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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,694 | $63,768+421.7% | $98,506+237.7% | $79,389+319.1% |
| Participation rate | 98.1% | 69.9%+28.2pp | 73.3%+24.7pp | 70.7%+27.4pp |
| Annual return | 27.72% | 626.18%-598.5pp | 1494.92%-1467.2pp | 116.89%-89.2pp |
| Employer contribution / active EE | $24,393 | $2,558+853.7% | $2,961+723.7% | $2,428+904.7% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,277-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,955-100.0% | $626-100.0% |