Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $301,288 | $190,879+57.8% | $160,009+88.3% | $134,532+124.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.76% | 552.63%-573.4pp | 408.85%-429.6pp | 418.27%-439.0pp |
| Employer contribution / active EE | $4,060 | $4,995-18.7% | $4,225-3.9% | $4,741-14.4% |
| Participant deferral / active EE | $14,361 | $6,924+107.4% | $6,183+132.3% | $6,401+124.4% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |