Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $315,427 | $150,446+109.7% | $136,297+131.4% | $147,585+113.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.00% | 1049.14%-1032.1pp | 5156.19%-5139.2pp | 578.58%-561.6pp |
| Employer contribution / active EE | $1,718 | $5,256-67.3% | $4,696-63.4% | $4,876-64.8% |
| Participant deferral / active EE | $3,905 | $6,631-41.1% | $6,247-37.5% | $5,439-28.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |