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 | $357,220 | $202,342+76.5% | $172,752+106.8% | $152,897+133.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.86% | 1029.83%-1024.0pp | 802.97%-797.1pp | 345.43%-339.6pp |
| Employer contribution / active EE | $7,397 | $5,858+26.3% | $5,144+43.8% | $4,764+55.3% |
| Participant deferral / active EE | $4,810 | $5,948-19.1% | $5,198-7.5% | $5,851-17.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |