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 | $254,954 | $142,409+79.0% | $119,634+113.1% | $134,545+89.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.91% | -12.46%-5.4pp | -14.98%-2.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,919 | $5,224-63.3% | $4,232-54.7% | $4,742-59.5% |
| Participant deferral / active EE | $5,899 | $6,468-8.8% | $5,601+5.3% | $6,401-7.9% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |