Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $444,019 | $211,224+110.2% | $178,505+148.7% | $145,897+204.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.63% | 30.28%-8.7pp | 27.16%-5.5pp | 552.29%-530.7pp |
| Employer contribution / active EE | $3,960 | $4,577-13.5% | $3,955+0.1% | $4,663-15.1% |
| Participant deferral / active EE | $26,750 | $6,966+284.0% | $6,280+325.9% | $6,689+299.9% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |