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 | $346,577 | $135,956+154.9% | $123,894+179.7% | $273,972+26.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.49% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,500 | $5,170-51.6% | $4,617-45.8% | $4,869-48.7% |
| Participant deferral / active EE | $13,347 | $6,343+110.4% | $5,984+123.0% | $5,287+152.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |