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 | $465,152 | $135,956+242.1% | $123,894+275.4% | $273,970+69.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 20.70% | 56.63%-35.9pp | 47.52%-26.8pp | 41.46%-20.8pp |
| Employer contribution / active EE | $13,672 | $5,170+164.5% | $4,617+196.1% | $4,869+180.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $35 | $9,817-99.6% | $8,357-99.6% | $10,132-99.7% |