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 | $476,549 | $210,510+126.4% | $153,500+210.5% | $145,877+226.7% |
| Participation rate | 72.7% | 82.1%-9.4pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 11.43% | 13.45%-2.0pp | 15.70%-4.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,378 | $6,052-44.2% | $5,039-33.0% | $4,663-27.6% |
| Participant deferral / active EE | $16,922 | $7,974+112.2% | $6,756+150.5% | $6,691+152.9% |
| Admin fee / account holder | $0 | $19,455-100.0% | $12,736-100.0% | $13,402-100.0% |