Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $254,180 | $72,303+251.5% | $86,717+193.1% | $64,829+292.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | 37.29% | 392.77%-355.5pp | 35.97%+1.3pp | 32.85%+4.4pp |
| Employer contribution / active EE | $10,990 | $2,393+359.3% | $2,837+287.4% | $2,507+338.3% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $3 | $174-98.3% | $7,494-100.0% | $188-98.5% |