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 | $326,725 | $227,399+43.7% | $189,758+72.2% | $198,609+64.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.38% | 61.03%-45.7pp | 52.62%-37.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $3,409 | $5,526-38.3% | $4,767-28.5% | $5,055-32.6% |
| Participant deferral / active EE | $6,412 | $6,837-6.2% | $5,856+9.5% | $6,977-8.1% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |