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 | $1,189,668 | $104,694+1036.3% | $85,709+1288.0% | $167,536+610.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.76% | 21.45%-11.7pp | 21.49%-11.7pp | 478.82%-469.1pp |
| Employer contribution / active EE | $27,045 | $3,337+710.3% | $2,619+932.8% | $4,839+458.9% |
| Participant deferral / active EE | $9,286 | $4,826+92.4% | $3,924+136.7% | $6,342+46.4% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |