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 | $272,228 | $180,462+50.9% | $154,111+76.6% | $135,379+101.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.54% | 888.17%-897.7pp | 735.18%-744.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $7,291 | $6,036+20.8% | $5,298+37.6% | $4,779+52.6% |
| Participant deferral / active EE | $10,930 | $5,806+88.3% | $5,081+115.1% | $5,609+94.9% |
| Admin fee / account holder | $55 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |