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 | $528,179 | $127,790+313.3% | $106,555+395.7% | $167,536+215.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 26.65% | 33.88%-7.2pp | 26.80%-0.2pp | 478.82%-452.2pp |
| Employer contribution / active EE | $6,000 | $3,428+75.1% | $2,819+112.8% | $4,839+24.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |