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 | $847,152 | $142,392+494.9% | $119,622+608.2% | $134,532+529.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.10% | -12.46%-12.6pp | -14.98%-10.1pp | 418.27%-443.4pp |
| Employer contribution / active EE | $5,999 | $5,224+14.8% | $4,232+41.7% | $4,741+26.5% |
| Participant deferral / active EE | $17,385 | $6,467+168.8% | $5,601+210.4% | $6,401+171.6% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |