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 | $1,415,117 | $209,422+575.7% | $178,503+692.8% | $158,982+790.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 2.05% | 188.81%-186.8pp | 151.12%-149.1pp | 302.99%-300.9pp |
| Employer contribution / active EE | $23,045 | $5,707+303.8% | $5,011+359.9% | $4,763+383.9% |
| Participant deferral / active EE | $14,300 | $5,955+140.1% | $5,202+174.9% | $5,983+139.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |