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 | $348,574 | $162,821+114.1% | $133,978+160.2% | $158,982+119.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.40% | 41.95%-30.6pp | 45.10%-33.7pp | 302.99%-291.6pp |
| Employer contribution / active EE | $10,536 | $4,976+111.7% | $3,919+168.9% | $4,763+121.2% |
| Participant deferral / active EE | $12,357 | $5,910+109.1% | $5,047+144.8% | $5,983+106.5% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |