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 | $550,135 | $165,399+232.6% | $149,745+267.4% | $158,982+246.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.95% | 348.34%-329.4pp | 276.72%-257.8pp | 302.99%-284.0pp |
| Employer contribution / active EE | $12,654 | $5,105+147.9% | $4,646+172.4% | $4,763+165.7% |
| Participant deferral / active EE | $8,961 | $7,183+24.8% | $6,843+30.9% | $5,983+49.8% |
| Admin fee / account holder | $31 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |