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 | $336,108 | $87,542+283.9% | $75,782+343.5% | $125,393+168.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.33% | 13.48%-14.8pp | 9.68%-11.0pp | 282.23%-283.6pp |
| Employer contribution / active EE | $13,058 | $3,930+232.3% | $3,323+292.9% | $4,866+168.4% |
| Participant deferral / active EE | $10,610 | $4,229+150.9% | $3,652+190.6% | $5,351+98.3% |
| Admin fee / account holder | $122 | $6,502-98.1% | $5,300-97.7% | $9,541-98.7% |