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 | $288,198 | $165,399+74.2% | $149,745+92.5% | $158,982+81.3% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.6pp |
| Annual return | 16.79% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.2pp |
| Employer contribution / active EE | $2,921 | $5,105-42.8% | $4,646-37.1% | $4,763-38.7% |
| Participant deferral / active EE | $7,277 | $7,183+1.3% | $6,843+6.3% | $5,983+21.6% |
| Admin fee / account holder | $4 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |