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 | $837,245 | $150,442+456.5% | $136,295+514.3% | $147,585+467.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.93% | 1049.09%-1034.2pp | 5155.97%-5141.0pp | 578.56%-563.6pp |
| Employer contribution / active EE | $19,175 | $5,256+264.8% | $4,695+308.4% | $4,876+293.2% |
| Participant deferral / active EE | $1,313 | $6,630-80.2% | $6,247-79.0% | $5,439-75.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |