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 | $631,197 | $175,212+260.2% | $149,682+321.7% | $139,427+352.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.52% | 166.63%-158.1pp | 134.35%-125.8pp | 373.27%-364.7pp |
| Employer contribution / active EE | $15,811 | $5,475+188.8% | $4,818+228.1% | $4,752+232.7% |
| Participant deferral / active EE | $10,000 | $6,520+53.4% | $5,681+76.0% | $6,711+49.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |