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 | $675,525 | $91,406+639.0% | $130,070+419.4% | $74,478+807.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 34.05% | 23.21%+10.8pp | -137.40%+171.4pp | 34.37%-0.3pp |
| Employer contribution / active EE | $8,621 | $2,565+236.1% | $4,322+99.4% | $2,637+226.9% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $347-100.0% |