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.
Employer 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 | $333,623 | $201,370+65.7% | $184,256+81.1% | $145,897+128.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 19.31% | 29.05%-9.7pp | 28.85%-9.5pp | 552.29%-533.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,174 | $9,808+95.5% | $9,133+109.9% | $6,689+186.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |