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 | $457,825 | $126,661+261.5% | $113,397+303.7% | $138,895+229.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | -0.23% | 25.05%-25.3pp | 23.20%-23.4pp | 145.39%-145.6pp |
| Employer contribution / active EE | $7,600 | $3,456+119.9% | $2,977+155.3% | $4,194+81.2% |
| Participant deferral / active EE | $15,200 | $5,693+167.0% | $5,076+199.4% | $6,396+137.6% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |