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 | $838,266 | $126,113+564.7% | $116,096+622.0% | $155,188+440.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 3.89% | 391.72%-387.8pp | 326.25%-322.4pp | 148.84%-144.9pp |
| Employer contribution / active EE | $4,550 | $2,672+70.3% | $2,503+81.7% | $4,248+7.1% |
| Participant deferral / active EE | $20,650 | $4,162+396.2% | $3,952+422.5% | $6,531+216.2% |
| Admin fee / account holder | $40 | $8,045-99.5% | $7,704-99.5% | $14,480-99.7% |