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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $983,307 | $113,338+767.6% | $94,993+935.1% | $147,586+566.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.36% | 20.80%-1.4pp | 27.14%-7.8pp | 578.59%-559.2pp |
| Employer contribution / active EE | $5,000 | $3,160+58.2% | $2,603+92.0% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $73 | $6,063-98.8% | $4,960-98.5% | $10,886-99.3% |