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 | $273,868 | $124,425+120.1% | $112,040+144.4% | $137,256+99.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.68% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,000 | $3,411-41.4% | $2,954-32.3% | $4,156-51.9% |
| Participant deferral / active EE | $266 | $5,718-95.3% | $5,098-94.8% | $6,407-95.8% |
| Admin fee / account holder | $20 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |