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 | $303,376 | $152,612+98.8% | $125,192+142.3% | $152,897+98.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.54% | 54.85%-33.3pp | 43.79%-22.2pp | 345.43%-323.9pp |
| Employer contribution / active EE | $14,003 | $4,947+183.0% | $3,866+262.2% | $4,764+194.0% |
| Participant deferral / active EE | $7,543 | $5,868+28.5% | $4,937+52.8% | $5,851+28.9% |
| Admin fee / account holder | $16 | $13,437-99.9% | $9,704-99.8% | $11,599-99.9% |