Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,127,528 | $167,323+573.9% | $143,770+684.3% | $134,493+738.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $13,262 | $5,619+136.0% | $4,951+167.8% | $4,740+179.8% |
| Participant deferral / active EE | $13,500 | $6,446+109.4% | $5,638+139.5% | $6,400+110.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |