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 | $1,102,972 | $211,946+420.4% | $169,452+550.9% | $135,380+714.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.65% | 3.26%-7.9pp | 1.83%-6.5pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,080 | $5,117-59.4% | $4,157-50.0% | $4,779-56.5% |
| Participant deferral / active EE | $7,000 | $6,075+15.2% | $5,277+32.7% | $5,609+24.8% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |