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 | $924,189 | $183,539+403.5% | $155,556+494.1% | $145,897+533.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.74% | 61.31%-56.6pp | 64.84%-60.1pp | 552.29%-547.5pp |
| Employer contribution / active EE | $1,762 | $5,315-66.9% | $4,675-62.3% | $4,663-62.2% |
| Participant deferral / active EE | $8,333 | $6,467+28.9% | $5,631+48.0% | $6,689+24.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |