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 | $275,582 | $135,956+102.7% | $123,894+122.4% | $273,972+0.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.62% | 56.63%-53.0pp | 47.52%-43.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $6,148 | $5,170+18.9% | $4,617+33.2% | $4,869+26.3% |
| Participant deferral / active EE | $12,300 | $6,343+93.9% | $5,984+105.5% | $5,287+132.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |