Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $300,214 | $56,060+435.5% | $76,002+295.0% | $80,874+271.2% |
| Participation rate | 93.4% | 62.0%+31.4pp | 69.1%+24.3pp | 67.6%+25.8pp |
| Annual return | 51.67% | 20.54%+31.1pp | 360.07%-308.4pp | 35.62%+16.1pp |
| Employer contribution / active EE | $17,423 | $1,873+830.0% | $2,688+548.1% | $2,756+532.3% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1 | $5,237-100.0% | $6,414-100.0% | $6,935-100.0% |