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 | $404,486 | $184,014+119.8% | $161,149+151.0% | $138,895+191.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 7.81% | 21.52%-13.7pp | 21.16%-13.3pp | 145.39%-137.6pp |
| Employer contribution / active EE | $4,985 | $5,055-1.4% | $4,360+14.3% | $4,194+18.9% |
| Participant deferral / active EE | $3,120 | $6,909-54.8% | $6,153-49.3% | $6,396-51.2% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |