Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $553,470 | $101,672+444.4% | $147,117+276.2% | $74,478+643.1% |
| Participation rate | 90.3% | 75.5%+14.8pp | 82.2%+8.2pp | 67.2%+23.1pp |
| Annual return | 167.60% | 8757.83%-8590.2pp | 420.54%-252.9pp | 1370.56%-1203.0pp |
| Employer contribution / active EE | $17,554 | $3,813+360.3% | $4,932+255.9% | $2,626+568.4% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |