Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $409,137 | $201,370+103.2% | $184,256+122.0% | $145,897+180.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.99% | 29.05%-28.1pp | 28.85%-27.9pp | 552.29%-551.3pp |
| Employer contribution / active EE | $5,362 | $7,024-23.7% | $6,427-16.6% | $4,663+15.0% |
| Participant deferral / active EE | $17,914 | $9,808+82.6% | $9,133+96.1% | $6,689+167.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |