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 | $260,814 | $157,304+65.8% | $141,197+84.7% | $152,909+70.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.96% | 64.34%-36.4pp | 71.41%-43.4pp | 345.46%-317.5pp |
| Employer contribution / active EE | $3,638 | $5,263-30.9% | $4,736-23.2% | $4,764-23.6% |
| Participant deferral / active EE | $2,529 | $7,111-64.4% | $6,710-62.3% | $5,851-56.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |