Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $296,735 | $118,869+149.6% | $96,575+207.3% | $167,518+77.1% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 16.31% | 50.49%-34.2pp | 37.79%-21.5pp | 478.71%-462.4pp |
| Employer contribution / active EE | $7,009 | $3,120+124.6% | $2,357+197.4% | $4,838+44.9% |
| Participant deferral / active EE | $8,379 | $4,616+81.5% | $3,849+117.7% | $6,342+32.1% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |