Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $268,219 | $183,516+46.2% | $155,534+72.5% | $145,884+83.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.67% | 61.43%-52.8pp | 64.92%-56.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $3,606 | $5,315-32.1% | $4,675-22.9% | $4,662-22.7% |
| Participant deferral / active EE | $16,840 | $6,467+160.4% | $5,630+199.1% | $6,690+151.7% |
| Admin fee / account holder | $3 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |