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 | $357,565 | $84,685+322.2% | $73,836+384.3% | $125,389+185.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.18% | 3123.80%-3119.6pp | 2268.06%-2263.9pp | 282.24%-278.1pp |
| Employer contribution / active EE | $14,000 | $3,123+348.2% | $2,787+402.2% | $4,866+187.7% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $25 | $5,694-99.6% | $4,882-99.5% | $9,541-99.7% |