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 | $250,656 | $133,981+87.1% | $112,249+123.3% | $134,532+86.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.29% | 47.16%-61.5pp | 27.48%-41.8pp | 418.27%-432.6pp |
| Employer contribution / active EE | $11,890 | $4,040+194.3% | $3,636+227.0% | $4,741+150.8% |
| Participant deferral / active EE | $14,940 | $5,292+182.3% | $4,729+215.9% | $6,401+133.4% |
| Admin fee / account holder | $10 | $7,492-99.9% | $6,412-99.9% | $11,429-99.9% |