Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $482,316 | $209,336+130.4% | $197,124+144.7% | $137,256+251.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.07% | 48.09%-37.0pp | 44.34%-33.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $24,771 | $6,591+275.8% | $6,227+297.8% | $4,156+496.0% |
| Participant deferral / active EE | $16,253 | $9,614+69.1% | $9,135+77.9% | $6,407+153.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |