Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $497,384 | $172,111+189.0% | $150,298+230.9% | $137,256+262.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 96.70% | 69.37%+27.3pp | 62.79%+33.9pp | 220.34%-123.6pp |
| Employer contribution / active EE | $1,496 | $4,636-67.7% | $4,154-64.0% | $4,156-64.0% |
| Participant deferral / active EE | $12,400 | $6,166+101.1% | $5,453+127.4% | $6,407+93.5% |
| Admin fee / account holder | $59 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |