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 | $473,013 | $105,866+346.8% | $90,766+421.1% | $134,545+251.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.12% | -10.99%-7.1pp | -12.16%-6.0pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,528 | $3,464-27.0% | $2,922-13.5% | $4,742-46.7% |
| Participant deferral / active EE | $18,679 | $5,217+258.0% | $4,565+309.2% | $6,401+191.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |