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 | $683,450 | $180,462+278.7% | $154,111+343.5% | $135,379+404.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.24% | 888.17%-896.4pp | 735.18%-743.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $19,615 | $6,036+225.0% | $5,298+270.2% | $4,779+310.4% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $78 | $16,145-99.5% | $13,411-99.4% | $10,828-99.3% |