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 | $509,833 | $201,344+153.2% | $184,243+176.7% | $145,877+249.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.63% | 29.01%-12.4pp | 28.82%-12.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $11,736 | $7,022+67.1% | $6,427+82.6% | $4,663+151.7% |
| Participant deferral / active EE | $16,122 | $9,807+64.4% | $9,132+76.5% | $6,691+141.0% |
| Admin fee / account holder | $25 | $16,382-99.8% | $13,914-99.8% | $13,402-99.8% |