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 | $549,027 | $154,228+256.0% | $145,433+277.5% | $137,256+300.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.28% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $14,412 | $4,804+200.0% | $4,554+216.4% | $4,156+246.8% |
| Participant deferral / active EE | $19,737 | $8,216+140.2% | $7,897+149.9% | $6,407+208.1% |
| Admin fee / account holder | $40 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |