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 | $606,826 | $93,010+552.4% | $96,543+528.6% | $74,478+714.8% |
| Participation rate | 97.7% | 71.6%+26.2pp | 74.3%+23.4pp | 70.7%+27.0pp |
| Annual return | 16.65% | 37.50%-20.8pp | 35.75%-19.1pp | 34.37%-17.7pp |
| Employer contribution / active EE | $16,629 | $3,427+385.2% | $3,741+344.6% | $2,637+530.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |