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 | $2,352,558 | $178,174+1220.4% | $156,181+1406.3% | $137,256+1614.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 1.34% | 84.19%-82.8pp | 64.87%-63.5pp | 220.34%-219.0pp |
| Employer contribution / active EE | $39,000 | $4,972+684.4% | $4,294+808.3% | $4,156+838.4% |
| Participant deferral / active EE | $15,500 | $6,888+125.0% | $6,132+152.8% | $6,407+141.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |