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 | $365,448 | $178,174+105.1% | $156,181+134.0% | $137,256+166.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.81% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $26,231 | $4,972+427.6% | $4,294+510.9% | $4,156+531.2% |
| Participant deferral / active EE | $12,663 | $6,888+83.8% | $6,132+106.5% | $6,407+97.6% |
| Admin fee / account holder | $40 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |