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 | $379,742 | $167,362+126.9% | $143,799+164.1% | $134,532+182.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -7.15% | 0.47%-7.6pp | -0.04%-7.1pp | 418.27%-425.4pp |
| Employer contribution / active EE | $8,209 | $5,620+46.1% | $4,952+65.8% | $4,741+73.1% |
| Participant deferral / active EE | $4,419 | $6,447-31.5% | $5,638-21.6% | $6,401-31.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |