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 | $281,038 | $185,312+51.7% | $161,489+74.0% | $154,746+81.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.77% | 103.84%-85.1pp | 89.72%-70.9pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,076 | $4,769-14.5% | $4,268-4.5% | $4,379-6.9% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $86 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |