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 | $430,049 | $209,422+105.4% | $178,503+140.9% | $158,982+170.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.48% | 188.81%-189.3pp | 151.12%-151.6pp | 302.99%-303.5pp |
| Employer contribution / active EE | $17,079 | $5,707+199.3% | $5,011+240.8% | $4,763+258.6% |
| Participant deferral / active EE | $22,000 | $5,955+269.4% | $5,202+322.9% | $5,983+267.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |