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 | $260,332 | $108,897+139.1% | $100,378+159.4% | $145,877+78.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.53% | 58.17%-38.6pp | 49.41%-29.9pp | 551.28%-531.8pp |
| Employer contribution / active EE | $2,020 | $4,420-54.3% | $3,942-48.8% | $4,663-56.7% |
| Participant deferral / active EE | $6,259 | $8,455-26.0% | $8,087-22.6% | $6,691-6.4% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |