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 | $805,090 | $154,228+422.0% | $145,433+453.6% | $137,256+486.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.64% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $6,910 | $4,804+43.8% | $4,554+51.7% | $4,156+66.3% |
| Participant deferral / active EE | $18,000 | $8,216+119.1% | $7,897+127.9% | $6,407+181.0% |
| Admin fee / account holder | $220 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |