Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $850,746 | $160,070+431.5% | $147,117+478.3% | $145,897+483.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.69% | 98.69%-92.0pp | 420.54%-413.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $10,125 | $5,285+91.6% | $4,932+105.3% | $4,663+117.2% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $37 | $15,035-99.8% | $12,993-99.7% | $13,390-99.7% |