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 | $1,017,395 | $157,276+546.9% | $141,177+620.7% | $152,885+565.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.61% | 64.33%-60.7pp | 71.40%-67.8pp | 345.39%-341.8pp |
| Employer contribution / active EE | $25,329 | $5,262+381.4% | $4,736+434.9% | $4,763+431.8% |
| Participant deferral / active EE | $25,000 | $7,110+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |