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 | $447,460 | $175,231+155.4% | $149,696+198.9% | $139,466+220.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.46% | 166.77%-152.3pp | 134.46%-120.0pp | 373.66%-359.2pp |
| Employer contribution / active EE | $3,125 | $5,478-43.0% | $4,821-35.2% | $4,754-34.3% |
| Participant deferral / active EE | $10,071 | $6,521+54.4% | $5,682+77.2% | $6,712+50.0% |
| Admin fee / account holder | $109 | $16,155-99.3% | $13,212-99.2% | $11,409-99.0% |