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 | $446,286 | $90,607+392.6% | $79,467+461.6% | $135,380+229.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.14% | 977.74%-968.6pp | 718.30%-709.2pp | 519.81%-510.7pp |
| Employer contribution / active EE | $21,660 | $3,068+606.1% | $2,800+673.5% | $4,779+353.2% |
| Participant deferral / active EE | $15,898 | $4,050+292.5% | $3,704+329.2% | $5,609+183.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |