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 | $389,363 | $140,592+176.9% | $123,106+216.3% | $125,388+210.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.62% | 16.80%-18.4pp | 13.22%-14.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $5,537 | $6,041-8.3% | $5,151+7.5% | $4,866+13.8% |
| Participant deferral / active EE | $6,000 | $6,980-14.0% | $6,229-3.7% | $5,352+12.1% |
| Admin fee / account holder | $17 | $11,198-99.9% | $9,015-99.8% | $9,541-99.8% |