Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $310,399 | $166,268+86.7% | $165,100+88.0% | $145,897+112.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.56% | 100.52%-90.0pp | 70.21%-59.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,509 | $6,964+180.1% | $6,035+223.2% | $6,689+191.6% |
| Admin fee / account holder | $120 | $16,659-99.3% | $12,696-99.1% | $13,390-99.1% |