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 | $279,478 | $223,823+24.9% | $211,142+32.4% | $154,746+80.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.59% | 50.39%-40.8pp | 46.84%-37.3pp | 172.34%-162.8pp |
| Employer contribution / active EE | $5,050 | $6,787-25.6% | $6,442-21.6% | $4,379+15.3% |
| Participant deferral / active EE | $13,420 | $9,750+37.6% | $9,284+44.5% | $6,730+99.4% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |