Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $322,452 | $104,924+207.3% | $84,623+281.0% | $152,885+110.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 9.26% | 373.82%-364.6pp | 258.77%-249.5pp | 345.39%-336.1pp |
| Employer contribution / active EE | $3,740 | $3,302+13.3% | $2,652+41.0% | $4,763-21.5% |
| Participant deferral / active EE | $7,480 | $4,689+59.5% | $3,899+91.8% | $5,851+27.8% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |