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 | $1,144,513 | $209,874+445.3% | $189,537+503.8% | $167,536+583.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.48% | 748.61%-740.1pp | 555.34%-546.9pp | 478.82%-470.3pp |
| Employer contribution / active EE | $22,317 | $6,913+222.8% | $6,161+262.2% | $4,839+361.2% |
| Participant deferral / active EE | $9,567 | $8,934+7.1% | $8,220+16.4% | $6,342+50.8% |
| Admin fee / account holder | $277 | $14,299-98.1% | $12,048-97.7% | $12,315-97.7% |