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 | $251,764 | $140,578+79.1% | $100,671+150.1% | $125,389+100.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.16% | 24.67%-25.8pp | 20.43%-21.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $9,019 | $5,965+51.2% | $4,012+124.8% | $4,866+85.3% |
| Participant deferral / active EE | $16,507 | $3,981+314.6% | $3,144+425.1% | $5,352+208.4% |
| Admin fee / account holder | $30 | $6,716-99.6% | $4,850-99.4% | $9,541-99.7% |