Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $452,316 | $106,247+325.7% | $96,515+368.7% | $139,466+224.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.28% | 38.47%-23.2pp | 35.73%-20.5pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,808 | $4,106-31.6% | $3,740-24.9% | $4,754-40.9% |
| Participant deferral / active EE | $30,000 | $5,456+449.9% | $4,880+514.8% | $6,712+347.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |