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 | $258,218 | $58,726+339.7% | $92,240+179.9% | $62,293+314.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 61.21% | 43.62%+17.6pp | 176.29%-115.1pp | 28.90%+32.3pp |
| Employer contribution / active EE | $13,038 | $2,392+445.1% | $3,680+254.3% | $2,042+538.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $556-99.9% | $5,194-100.0% | $479-99.8% |