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 | $501,585 | $110,379+354.4% | $102,412+389.8% | $145,884+243.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.96% | 24.84%-10.9pp | 24.94%-11.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $17,912 | $4,216+324.8% | $3,870+362.9% | $4,662+284.2% |
| Participant deferral / active EE | $14,800 | $5,622+163.3% | $5,060+192.5% | $6,690+121.2% |
| Admin fee / account holder | $101 | $9,745-99.0% | $8,388-98.8% | $13,392-99.2% |