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 | $327,310 | $197,637+65.6% | $177,848+84.0% | $158,982+105.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 68.45% | 58.77%+9.7pp | 48.33%+20.1pp | 302.99%-234.5pp |
| Employer contribution / active EE | $12,268 | $6,698+83.2% | $5,919+107.3% | $4,763+157.6% |
| Participant deferral / active EE | $8,135 | $8,405-3.2% | $7,714+5.5% | $5,983+36.0% |
| Admin fee / account holder | $65 | $15,406-99.6% | $12,431-99.5% | $11,252-99.4% |