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 | $306,100 | $168,635+81.5% | $147,617+107.4% | $125,389+144.1% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -1.80% | 77.65%-79.4pp | 61.98%-63.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $13,608 | $6,252+117.7% | $5,564+144.6% | $4,866+179.7% |
| Participant deferral / active EE | $8,850 | $5,507+60.7% | $4,895+80.8% | $5,352+65.4% |
| Admin fee / account holder | $231 | $13,580-98.3% | $11,612-98.0% | $9,541-97.6% |