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 | $544,109 | $199,109+173.3% | $173,730+213.2% | $154,746+251.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.58% | 20.02%-5.4pp | 19.96%-5.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $17,539 | $5,311+230.2% | $4,577+283.2% | $4,379+300.5% |
| Participant deferral / active EE | $11,702 | $7,113+64.5% | $6,326+85.0% | $6,730+73.9% |
| Admin fee / account holder | $126 | $20,916-99.4% | $17,523-99.3% | $14,365-99.1% |