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 | $355,991 | $202,460+75.8% | $169,385+110.2% | $139,456+155.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 4.56% | 532.07%-527.5pp | 405.82%-401.3pp | 373.45%-368.9pp |
| Employer contribution / active EE | $17,724 | $4,691+277.8% | $4,012+341.8% | $4,753+272.9% |
| Participant deferral / active EE | $24,109 | $6,938+247.5% | $6,221+287.5% | $6,711+259.2% |
| Admin fee / account holder | $119 | $10,719-98.9% | $9,011-98.7% | $11,407-99.0% |