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 | $268,404 | $95,188+182.0% | $76,518+250.8% | $135,380+98.3% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.0%+22.9pp | 82.6%+8.3pp |
| Annual return | -0.72% | 4.85%-5.6pp | -0.27%-0.5pp | 519.81%-520.5pp |
| Employer contribution / active EE | $1,880 | $3,303-43.1% | $2,647-29.0% | $4,779-60.7% |
| Participant deferral / active EE | $3,583 | $4,640-22.8% | $3,836-6.6% | $5,609-36.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |