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 | $253,692 | $185,141+37.0% | $153,416+65.4% | $155,188+63.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 19.33% | 18.72%+0.6pp | 17.84%+1.5pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,366 | $4,489-69.6% | $3,764-63.7% | $4,248-67.8% |
| Participant deferral / active EE | $1,366 | $5,477-75.1% | $4,723-71.1% | $6,531-79.1% |
| Admin fee / account holder | $100 | $16,005-99.4% | $13,095-99.2% | $14,480-99.3% |