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 | $397,256 | $150,446+164.1% | $136,297+191.5% | $147,585+169.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 12.03% | 1049.14%-1037.1pp | 5156.19%-5144.2pp | 578.58%-566.6pp |
| Employer contribution / active EE | $14,596 | $5,256+177.7% | $4,696+210.8% | $4,876+199.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |