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 | $333,595 | $201,264+65.7% | $184,185+81.1% | $145,978+128.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.33% | 29.00%-22.7pp | 28.81%-22.5pp | 550.52%-544.2pp |
| Employer contribution / active EE | $5,611 | $7,021-20.1% | $6,426-12.7% | $4,662+20.4% |
| Participant deferral / active EE | $10,687 | $9,806+9.0% | $9,132+17.0% | $6,690+59.8% |
| Admin fee / account holder | $5 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |