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 | $335,967 | $183,592+83.0% | $155,567+116.0% | $145,959+130.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.94% | 61.24%-50.3pp | 64.74%-53.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,512 | $5,315-52.7% | $4,674-46.3% | $4,661-46.1% |
| Participant deferral / active EE | $6,791 | $6,464+5.0% | $5,628+20.7% | $6,689+1.5% |
| Admin fee / account holder | $8 | $19,318-100.0% | $15,916-100.0% | $13,398-99.9% |