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 | $250,609 | $129,737+93.2% | $119,126+110.4% | $154,746+61.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 5.27% | 379.08%-373.8pp | 282.11%-276.8pp | 172.34%-167.1pp |
| Employer contribution / active EE | $67,259 | $4,375+1437.4% | $4,034+1567.5% | $4,379+1435.9% |
| Participant deferral / active EE | $57,150 | $5,842+878.3% | $5,318+974.7% | $6,730+749.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |