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 | $1,783,208 | $132,634+1244.5% | $115,768+1440.3% | $137,256+1199.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.55% | 160.70%-147.1pp | 100.46%-86.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $36,000 | $3,360+971.5% | $2,940+1124.6% | $4,156+766.2% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |