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 | $326,272 | $165,399+97.3% | $149,745+117.9% | $158,982+105.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.54% | 348.34%-344.8pp | 276.72%-273.2pp | 302.99%-299.5pp |
| Employer contribution / active EE | $2,082 | $5,105-59.2% | $4,646-55.2% | $4,763-56.3% |
| Participant deferral / active EE | $4,500 | $7,183-37.3% | $6,843-34.2% | $5,983-24.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |