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 | $823,601 | $201,344+309.1% | $184,243+347.0% | $145,877+464.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.74% | 29.01%-15.3pp | 28.82%-15.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $10,676 | $7,022+52.0% | $6,427+66.1% | $4,663+128.9% |
| Participant deferral / active EE | $2,870 | $9,807-70.7% | $9,132-68.6% | $6,691-57.1% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |