Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $452,394 | $148,629+204.4% | $135,982+232.7% | $139,487+224.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.59% | 79.33%-67.7pp | 68.32%-56.7pp | 373.84%-362.2pp |
| Employer contribution / active EE | $3,003 | $5,247-42.8% | $4,859-38.2% | $4,755-36.8% |
| Participant deferral / active EE | $18,000 | $8,102+122.2% | $7,760+132.0% | $6,713+168.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |