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 | $261,192 | $176,120+48.3% | $159,487+63.8% | $167,553+55.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.49% | 331.95%-323.5pp | 263.71%-255.2pp | 478.89%-470.4pp |
| Employer contribution / active EE | $16,122 | $5,299+204.2% | $4,831+233.7% | $4,840+233.1% |
| Participant deferral / active EE | $15,314 | $7,752+97.6% | $7,354+108.3% | $6,343+141.5% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |