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 | $250,129 | $198,462+26.0% | $170,439+46.8% | $147,585+69.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.10% | 257.30%-252.2pp | 205.94%-200.8pp | 578.58%-573.5pp |
| Employer contribution / active EE | $13,402 | $6,184+116.7% | $5,433+146.7% | $4,876+174.8% |
| Participant deferral / active EE | $8,621 | $5,629+53.1% | $4,939+74.5% | $5,439+58.5% |
| Admin fee / account holder | $112 | $16,852-99.3% | $13,881-99.2% | $10,886-99.0% |