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 | $1,016,761 | $89,465+1036.5% | $165,100+515.8% | $77,762+1207.5% |
| Participation rate | 99.1% | 78.6%+20.4pp | 78.6%+20.5pp | 70.6%+28.5pp |
| Annual return | 63.31% | 28.86%+34.4pp | 70.21%-6.9pp | 31.27%+32.0pp |
| Employer contribution / active EE | $9,448 | $2,565+268.4% | $4,348+117.3% | $2,728+246.3% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |