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 | $549,788 | $201,259+173.2% | $184,200+198.5% | $145,959+276.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.57% | 28.98%-16.4pp | 28.80%-16.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $22,285 | $7,018+217.5% | $6,424+246.9% | $4,661+378.1% |
| Participant deferral / active EE | $14,634 | $9,806+49.2% | $9,132+60.2% | $6,689+118.8% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |