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 | $289,700 | $167,352+73.1% | $143,788+101.5% | $134,509+115.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.38% | 0.47%-18.9pp | -0.03%-18.4pp | 418.13%-436.5pp |
| Employer contribution / active EE | $14,665 | $5,620+160.9% | $4,952+196.2% | $4,741+209.3% |
| Participant deferral / active EE | $8,834 | $6,447+37.0% | $5,638+56.7% | $6,400+38.0% |
| Admin fee / account holder | $155 | $18,091-99.1% | $14,675-98.9% | $11,427-98.6% |