Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $561,522 | $103,387+443.1% | $87,102+544.7% | $152,885+267.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 30.91% | 28.10%+2.8pp | 28.19%+2.7pp | 345.39%-314.5pp |
| Employer contribution / active EE | $8,750 | $3,221+171.7% | $2,521+247.0% | $4,763+83.7% |
| Participant deferral / active EE | $2,500 | $4,778-47.7% | $4,048-38.2% | $5,851-57.3% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |