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 | $337,885 | $115,780+191.8% | $101,255+233.7% | $158,931+112.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.82% | 56.14%-37.3pp | 46.48%-27.7pp | 302.86%-284.0pp |
| Employer contribution / active EE | $9,031 | $4,175+116.3% | $3,660+146.8% | $4,761+89.7% |
| Participant deferral / active EE | $15,937 | $4,958+221.5% | $4,370+264.7% | $5,982+166.4% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |