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.
Annual investment return 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 | $295,028 | $176,838+66.8% | $146,685+101.1% | $167,518+76.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.13% | 24.04%-18.9pp | 22.75%-17.6pp | 478.71%-473.6pp |
| Employer contribution / active EE | $2,978 | $5,161-42.3% | $4,137-28.0% | $4,838-38.5% |
| Participant deferral / active EE | $6,749 | $6,441+4.8% | $5,507+22.6% | $6,342+6.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |