Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $801,558 | $208,088+285.2% | $186,193+330.5% | $154,746+418.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | -0.03% | 89.97%-90.0pp | 78.03%-78.1pp | 172.34%-172.4pp |
| Employer contribution / active EE | $5,800 | $4,340+33.6% | $3,918+48.0% | $4,379+32.4% |
| Participant deferral / active EE | $23,000 | $7,078+225.0% | $6,513+253.1% | $6,730+241.7% |
| Admin fee / account holder | $50 | $11,698-99.6% | $11,058-99.5% | $14,365-99.7% |