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 | $449,634 | $85,515+425.8% | $112,040+301.3% | $67,986+561.4% |
| Participation rate | 96.5% | 68.2%+28.3pp | 76.5%+20.0pp | 57.2%+39.3pp |
| Annual return | 19.66% | 29.68%-10.0pp | 24.52%-4.9pp | 31.67%-12.0pp |
| Employer contribution / active EE | $20,281 | $2,191+825.6% | $2,954+586.6% | $2,019+904.7% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |