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 | $267,679 | $114,119+134.6% | $107,187+149.7% | $138,895+92.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.59% | 273.21%-258.6pp | 204.55%-190.0pp | 145.39%-130.8pp |
| Employer contribution / active EE | $13,003 | $4,059+220.4% | $3,782+243.8% | $4,194+210.0% |
| Participant deferral / active EE | $1,573 | $5,538-71.6% | $5,096-69.1% | $6,396-75.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |