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 | $300,013 | $153,769+95.1% | $133,975+123.9% | $273,972+9.5% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.1%+7.9pp | 83.0%+12.0pp |
| Annual return | 2244.18% | 36.51%+2207.7pp | 29.29%+2214.9pp | 41.46%+2202.7pp |
| Employer contribution / active EE | $12,145 | $6,029+101.4% | $5,211+133.1% | $4,869+149.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $56 | $11,765-99.5% | $9,324-99.4% | $10,133-99.4% |