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 | $472,724 | $209,336+125.8% | $197,124+139.8% | $137,256+244.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.13% | 48.09%-31.0pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $23,607 | $6,591+258.2% | $6,227+279.1% | $4,156+468.0% |
| Participant deferral / active EE | $14,448 | $9,614+50.3% | $9,135+58.2% | $6,407+125.5% |
| Admin fee / account holder | $32 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |