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 | $377,701 | $154,228+144.9% | $145,433+159.7% | $137,256+175.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.41% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $8,109 | $4,804+68.8% | $4,554+78.1% | $4,156+95.1% |
| Participant deferral / active EE | $19,478 | $8,216+137.1% | $7,897+146.6% | $6,407+204.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |