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 | $326,439 | $175,231+86.3% | $149,696+118.1% | $139,466+134.1% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 29.60% | 166.77%-137.2pp | 134.46%-104.9pp | 373.66%-344.1pp |
| Employer contribution / active EE | $5,714 | $5,478+4.3% | $4,821+18.5% | $4,754+20.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |