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 | $478,665 | $157,296+204.3% | $141,191+239.0% | $152,897+213.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 17.99% | 64.34%-46.4pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $12,913 | $5,262+145.4% | $4,736+172.6% | $4,764+171.1% |
| Participant deferral / active EE | $11,553 | $7,111+62.5% | $6,710+72.2% | $5,851+97.5% |
| Admin fee / account holder | $19 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |