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 | $312,605 | $160,070+95.3% | $147,117+112.5% | $145,897+114.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.07% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $477 | $5,285-91.0% | $4,932-90.3% | $4,663-89.8% |
| Participant deferral / active EE | $13,415 | $8,419+59.3% | $8,065+66.3% | $6,689+100.5% |
| Admin fee / account holder | $15 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |