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 | $391,151 | $196,972+98.6% | $182,262+114.6% | $198,609+96.9% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 20.04% | 158.27%-138.2pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $16,825 | $5,364+213.7% | $5,046+233.5% | $5,055+232.8% |
| Participant deferral / active EE | $16,304 | $8,643+88.6% | $8,276+97.0% | $6,977+133.7% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |