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 | $283,611 | $209,874+35.1% | $189,537+49.6% | $167,536+69.3% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 16.76% | 748.61%-731.9pp | 555.34%-538.6pp | 478.82%-462.1pp |
| Employer contribution / active EE | $3,070 | $6,913-55.6% | $6,161-50.2% | $4,839-36.5% |
| Participant deferral / active EE | $7,292 | $8,934-18.4% | $8,220-11.3% | $6,342+15.0% |
| Admin fee / account holder | $169 | $14,299-98.8% | $12,048-98.6% | $12,315-98.6% |