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 | $675,105 | $100,792+569.8% | $86,691+678.8% | $134,509+401.9% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -21.35% | 29.08%-50.4pp | 35.94%-57.3pp | 418.13%-439.5pp |
| Employer contribution / active EE | $1,219 | $3,491-65.1% | $2,837-57.0% | $4,741-74.3% |
| Participant deferral / active EE | $2,438 | $5,339-54.3% | $4,656-47.6% | $6,400-61.9% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |