Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $365,536 | $51,466+610.3% | $78,778+364.0% | $62,293+486.8% |
| Participation rate | 97.4% | 59.8%+37.6pp | 69.2%+28.2pp | 69.5%+27.9pp |
| Annual return | 18.00% | 19.96%-2.0pp | 35.62%-17.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $15,568 | $827+1781.8% | $1,986+684.0% | $2,042+662.3% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |