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 | $306,571 | $160,059+91.5% | $140,019+119.0% | $135,380+126.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.98% | 911.48%-923.5pp | 651.17%-663.2pp | 519.81%-531.8pp |
| Employer contribution / active EE | $23,123 | $6,420+260.2% | $5,605+312.5% | $4,779+383.9% |
| Participant deferral / active EE | $6,007 | $7,641-21.4% | $6,927-13.3% | $5,609+7.1% |
| Admin fee / account holder | $162 | $13,328-98.8% | $10,705-98.5% | $10,828-98.5% |