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 | $209,336+33.5% | $197,124+41.8% | $137,256+103.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.59% | 48.09%-38.5pp | 44.34%-34.8pp | 220.34%-210.8pp |
| Employer contribution / active EE | $5,050 | $6,591-23.4% | $6,227-18.9% | $4,156+21.5% |
| Participant deferral / active EE | $13,420 | $9,614+39.6% | $9,135+46.9% | $6,407+109.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |