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 | $437,609 | $167,504+161.3% | $151,628+188.6% | $134,509+225.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.78% | 7.81%-19.6pp | 3.34%-15.1pp | 418.13%-429.9pp |
| Employer contribution / active EE | $8,778 | $6,828+28.6% | $6,165+42.4% | $4,741+85.2% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $200 | $13,779-98.5% | $11,613-98.3% | $11,427-98.2% |