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 | $372,707 | $176,786+110.8% | $146,643+154.2% | $167,536+122.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.49% | 24.04%-9.5pp | 22.75%-8.3pp | 478.82%-464.3pp |
| Employer contribution / active EE | $13,719 | $5,161+165.8% | $4,137+231.6% | $4,839+183.5% |
| Participant deferral / active EE | $9,180 | $6,440+42.5% | $5,506+66.7% | $6,342+44.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |