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 | $266,489 | $156,398+70.4% | $147,318+80.9% | $138,895+91.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.23% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $10,147 | $4,853+109.1% | $4,593+120.9% | $4,194+141.9% |
| Participant deferral / active EE | $15,523 | $8,237+88.4% | $7,906+96.3% | $6,396+142.7% |
| Admin fee / account holder | $53 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |