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 | $488,595 | $185,883+162.9% | $170,043+187.3% | $139,466+250.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.81% | 60.54%-49.7pp | 53.40%-42.6pp | 373.66%-362.9pp |
| Employer contribution / active EE | $16,636 | $7,596+119.0% | $6,790+145.0% | $4,754+249.9% |
| Participant deferral / active EE | $20,031 | $11,626+72.3% | $10,410+92.4% | $6,712+198.4% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |