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 | $353,334 | $112,729+213.4% | $98,716+257.9% | $137,256+157.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 17.65% | 38.48%-20.8pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,629 | $2,725+143.2% | $2,279+190.9% | $4,156+59.5% |
| Participant deferral / active EE | $12,957 | $4,640+179.2% | $4,048+220.1% | $6,407+102.2% |
| Admin fee / account holder | $116 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |