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 | $383,992 | $183,539+109.2% | $155,556+146.9% | $145,897+163.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 24.53% | 61.31%-36.8pp | 64.84%-40.3pp | 552.29%-527.8pp |
| Employer contribution / active EE | $7,973 | $5,315+50.0% | $4,675+70.5% | $4,663+71.0% |
| Participant deferral / active EE | $6,230 | $6,467-3.7% | $5,631+10.6% | $6,689-6.9% |
| Admin fee / account holder | $173 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |