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 | $287,159 | $127,387+125.4% | $115,038+149.6% | $125,389+129.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -12.33% | 31.28%-43.6pp | 26.14%-38.5pp | 282.24%-294.6pp |
| Employer contribution / active EE | $10,529 | $5,166+103.8% | $4,608+128.5% | $4,866+116.4% |
| Participant deferral / active EE | $10,199 | $6,423+58.8% | $6,026+69.2% | $5,352+90.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |