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 | $359,233 | $209,422+71.5% | $178,503+101.2% | $158,982+126.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.46% | 188.81%-182.4pp | 151.12%-144.7pp | 302.99%-296.5pp |
| Employer contribution / active EE | $1,028 | $5,707-82.0% | $5,011-79.5% | $4,763-78.4% |
| Participant deferral / active EE | $9,798 | $5,955+64.5% | $5,202+88.3% | $5,983+63.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |