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 | $292,035 | $115,810+152.2% | $101,271+188.4% | $158,966+83.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -4.01% | 56.15%-60.2pp | 46.48%-50.5pp | 302.95%-307.0pp |
| Employer contribution / active EE | $13,924 | $4,175+233.5% | $3,660+280.4% | $4,762+192.4% |
| Participant deferral / active EE | $10,844 | $4,958+118.7% | $4,371+148.1% | $5,983+81.2% |
| Admin fee / account holder | $35 | $7,248-99.5% | $5,948-99.4% | $11,250-99.7% |