Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $336,709 | $166,268+102.5% | $165,100+103.9% | $145,897+130.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.29% | 100.52%-77.2pp | 70.21%-46.9pp | 552.29%-529.0pp |
| Employer contribution / active EE | $35,885 | $5,284+579.1% | $4,348+725.3% | $4,663+669.6% |
| Participant deferral / active EE | $15,000 | $6,964+115.4% | $6,035+148.5% | $6,689+124.2% |
| Admin fee / account holder | $2 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |