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 | $390,615 | $156,398+149.8% | $147,318+165.1% | $138,895+181.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.21% | 78.75%-74.5pp | 70.43%-66.2pp | 145.39%-141.2pp |
| Employer contribution / active EE | $4,000 | $4,853-17.6% | $4,593-12.9% | $4,194-4.6% |
| Participant deferral / active EE | $8,726 | $8,237+5.9% | $7,906+10.4% | $6,396+36.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |