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 | $380,161 | $165,399+129.8% | $149,745+153.9% | $158,982+139.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.99% | 348.34%-342.3pp | 276.72%-270.7pp | 302.99%-297.0pp |
| Employer contribution / active EE | $3,156 | $5,105-38.2% | $4,646-32.1% | $4,763-33.7% |
| Participant deferral / active EE | $13,405 | $7,183+86.6% | $6,843+95.9% | $5,983+124.0% |
| Admin fee / account holder | $174 | $10,811-98.4% | $9,312-98.1% | $11,252-98.5% |