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 | $334,169 | $80,763+313.8% | $102,412+226.3% | $74,459+348.8% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.3pp |
| Annual return | 19.34% | 27.57%-8.2pp | 24.94%-5.6pp | 1369.70%-1350.4pp |
| Employer contribution / active EE | $23,085 | $3,160+630.6% | $3,870+496.5% | $2,626+779.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $16 | $2,371-99.3% | $8,388-99.8% | $1,945-99.2% |