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 | $1,025,548 | $149,741+584.9% | $118,914+762.4% | $158,982+545.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 1.59% | 19.94%-18.4pp | 35.89%-34.3pp | 302.99%-301.4pp |
| Employer contribution / active EE | $39,183 | $4,119+851.4% | $3,264+1100.4% | $4,763+722.7% |
| Participant deferral / active EE | $22,750 | $5,226+335.4% | $4,266+433.3% | $5,983+280.2% |
| Admin fee / account holder | $225 | $8,607-97.4% | $6,582-96.6% | $11,252-98.0% |