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 | $426,215 | $175,231+143.2% | $149,696+184.7% | $139,466+205.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 11.36% | 166.77%-155.4pp | 134.46%-123.1pp | 373.66%-362.3pp |
| Employer contribution / active EE | $11,935 | $5,478+117.9% | $4,821+147.6% | $4,754+151.0% |
| Participant deferral / active EE | $1,745 | $6,521-73.2% | $5,682-69.3% | $6,712-74.0% |
| Admin fee / account holder | $5 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |