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 | $361,703 | $201,344+79.6% | $184,243+96.3% | $145,877+148.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 32.09% | 29.01%+3.1pp | 28.82%+3.3pp | 551.28%-519.2pp |
| Employer contribution / active EE | $16,482 | $7,022+134.7% | $6,427+156.4% | $4,663+253.5% |
| Participant deferral / active EE | $11,292 | $9,807+15.1% | $9,132+23.6% | $6,691+68.8% |
| Admin fee / account holder | $2 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |