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 | $415,036 | $209,428+98.2% | $178,498+132.5% | $158,950+161.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.96% | 188.78%-153.8pp | 151.09%-116.1pp | 302.91%-267.9pp |
| Employer contribution / active EE | $893 | $5,707-84.4% | $5,011-82.2% | $4,762-81.3% |
| Participant deferral / active EE | $4,167 | $5,955-30.0% | $5,202-19.9% | $5,983-30.4% |
| Admin fee / account holder | $11 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |