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 | $496,784 | $173,397+186.5% | $135,987+265.3% | $145,978+240.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 16.37% | 1165.22%-1148.8pp | 579.77%-563.4pp | 550.52%-534.2pp |
| Employer contribution / active EE | $14,425 | $5,281+173.2% | $4,214+242.3% | $4,662+209.4% |
| Participant deferral / active EE | $1,898 | $8,710-78.2% | $7,027-73.0% | $6,690-71.6% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,400-100.0% |