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 | $267,270 | $175,257+52.5% | $149,717+78.5% | $139,456+91.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.11% | 166.70%-160.6pp | 134.41%-128.3pp | 373.45%-367.3pp |
| Employer contribution / active EE | $7,210 | $5,477+31.6% | $4,820+49.6% | $4,753+51.7% |
| Participant deferral / active EE | $6,500 | $6,521-0.3% | $5,682+14.4% | $6,711-3.1% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |