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 | $365,965 | $156,398+134.0% | $147,318+148.4% | $138,895+163.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.58% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $4,172 | $4,853-14.0% | $4,593-9.2% | $4,194-0.5% |
| Participant deferral / active EE | $17,117 | $8,237+107.8% | $7,906+116.5% | $6,396+167.6% |
| Admin fee / account holder | $75 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |