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 | $307,208 | $129,959+136.4% | $104,301+194.5% | $134,532+128.4% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | -19.03% | 42.04%-61.1pp | 24.61%-43.6pp | 418.27%-437.3pp |
| Employer contribution / active EE | $4,977 | $4,185+18.9% | $3,373+47.6% | $4,741+5.0% |
| Participant deferral / active EE | $16,893 | $5,589+202.2% | $4,626+265.2% | $6,401+163.9% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |