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.
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 | $366,859 | $83,908+337.2% | $68,509+435.5% | $125,389+192.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.98% | 14.48%-13.5pp | 8.27%-7.3pp | 282.24%-281.3pp |
| Employer contribution / active EE | $26,681 | $3,031+780.3% | $2,278+1071.4% | $4,866+448.3% |
| Participant deferral / active EE | $12,000 | $4,125+190.9% | $3,382+254.8% | $5,352+124.2% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |