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 | $1,225,319 | $72,071+1600.1% | $68,368+1692.2% | $137,256+792.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.62% | 353.14%-347.5pp | 292.57%-287.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $14,884 | $2,788+433.9% | $2,649+461.9% | $4,156+258.1% |
| Participant deferral / active EE | $22,347 | $4,410+406.7% | $4,123+442.0% | $6,407+248.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |