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 | $736,855 | $95,664+670.3% | $76,902+858.2% | $139,487+428.3% |
| Participation rate | 75.0% | 74.0%+1.0pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 19.99% | 55.03%-35.0pp | 37.91%-17.9pp | 373.84%-353.9pp |
| Employer contribution / active EE | $25,748 | $3,147+718.2% | $2,534+916.1% | $4,755+441.5% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,311-100.0% | $5,479-100.0% | $11,407-100.0% |