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 | $337,943 | $165,381+104.3% | $149,730+125.7% | $158,966+112.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.40% | 348.29%-323.9pp | 276.70%-252.3pp | 302.95%-278.5pp |
| Employer contribution / active EE | $9,117 | $5,104+78.6% | $4,645+96.3% | $4,762+91.4% |
| Participant deferral / active EE | $18,543 | $7,182+158.2% | $6,843+171.0% | $5,983+209.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |