Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,315,406 | $162,967+707.2% | $135,792+868.7% | $138,895+847.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 25.79% | 30.08%-4.3pp | 25.96%-0.2pp | 145.39%-119.6pp |
| Employer contribution / active EE | $13,917 | $4,211+230.5% | $3,496+298.1% | $4,194+231.8% |
| Participant deferral / active EE | $20,667 | $5,640+266.4% | $4,759+334.2% | $6,396+223.1% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |