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 | $325,540 | $167,362+94.5% | $143,799+126.4% | $134,532+142.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.61% | 0.47%-14.1pp | -0.04%-13.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $8,025 | $5,620+42.8% | $4,952+62.0% | $4,741+69.3% |
| Participant deferral / active EE | $10,274 | $6,447+59.4% | $5,638+82.2% | $6,401+60.5% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |