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 | $250,520 | $175,231+43.0% | $149,696+67.4% | $139,466+79.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.27% | 166.77%-157.5pp | 134.46%-125.2pp | 373.66%-364.4pp |
| Employer contribution / active EE | $4,933 | $5,478-10.0% | $4,821+2.3% | $4,754+3.8% |
| Participant deferral / active EE | $13,440 | $6,521+106.1% | $5,682+136.5% | $6,712+100.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |