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 | $283,643 | $108,897+160.5% | $100,378+182.6% | $145,877+94.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.90% | 58.17%-46.3pp | 49.41%-37.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,195 | $4,420-73.0% | $3,942-69.7% | $4,663-74.4% |
| Participant deferral / active EE | $10,751 | $8,455+27.2% | $8,087+32.9% | $6,691+60.7% |
| Admin fee / account holder | $189 | $9,690-98.0% | $7,899-97.6% | $13,402-98.6% |