Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $362,742 | $172,111+110.8% | $150,298+141.3% | $137,256+164.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.32% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $761 | $4,636-83.6% | $4,154-81.7% | $4,156-81.7% |
| Participant deferral / active EE | $13,742 | $6,166+122.9% | $5,453+152.0% | $6,407+114.5% |
| Admin fee / account holder | $6 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |