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 | $1,831,093 | $254,759+618.8% | $216,567+745.5% | $198,609+822.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 8.81% | 10.04%-1.2pp | 12.94%-4.1pp | 202.70%-193.9pp |
| Employer contribution / active EE | $264 | $6,096-95.7% | $5,216-94.9% | $5,055-94.8% |
| Participant deferral / active EE | $5,356 | $6,948-22.9% | $6,191-13.5% | $6,977-23.2% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |