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 | $975,571 | $175,259+456.6% | $149,723+551.6% | $139,487+599.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.77% | 166.82%-126.1pp | 134.50%-93.7pp | 373.84%-333.1pp |
| Employer contribution / active EE | $752 | $5,478-86.3% | $4,821-84.4% | $4,755-84.2% |
| Participant deferral / active EE | $12,137 | $6,522+86.1% | $5,682+113.6% | $6,713+80.8% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |