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 | $417,831 | $95,664+336.8% | $76,902+443.3% | $139,487+199.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.83% | 55.03%-36.2pp | 37.91%-19.1pp | 373.84%-355.0pp |
| Employer contribution / active EE | $11,419 | $3,147+262.9% | $2,534+350.6% | $4,755+140.2% |
| Participant deferral / active EE | $5,000 | $4,626+8.1% | $3,833+30.4% | $6,713-25.5% |
| Admin fee / account holder | $0 | $8,311-100.0% | $5,479-100.0% | $11,407-100.0% |