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 | $330,008 | $104,709+215.2% | $85,705+285.1% | $167,553+97.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.33% | 21.45%-4.1pp | 21.49%-4.2pp | 478.89%-461.6pp |
| Employer contribution / active EE | $11,584 | $3,338+247.0% | $2,619+342.4% | $4,840+139.4% |
| Participant deferral / active EE | $5,916 | $4,827+22.6% | $3,924+50.8% | $6,343-6.7% |
| Admin fee / account holder | $46 | $10,036-99.5% | $6,877-99.3% | $12,316-99.6% |