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 | $1,012,832 | $136,860+640.1% | $120,344+741.6% | $154,746+554.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.08% | 21.38%-2.3pp | 20.30%-1.2pp | 172.34%-153.3pp |
| Employer contribution / active EE | $16,911 | $3,533+378.7% | $3,020+460.0% | $4,379+286.2% |
| Participant deferral / active EE | $16,482 | $5,793+184.5% | $5,135+221.0% | $6,730+144.9% |
| Admin fee / account holder | $111 | $15,393-99.3% | $12,742-99.1% | $14,365-99.2% |