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 | $370,068 | $154,159+140.1% | $130,026+184.6% | $139,456+165.4% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 12.63% | 32.50%-19.9pp | -137.26%+149.9pp | 373.45%-360.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $15,275 | $6,710+127.7% | $5,821+162.4% | $6,711+127.6% |
| Admin fee / account holder | $121 | $14,001-99.1% | $10,608-98.9% | $11,407-98.9% |