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 | $336,388 | $165,361+103.4% | $149,715+124.7% | $158,950+111.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.64% | 348.24%-333.6pp | 276.66%-262.0pp | 302.91%-288.3pp |
| Employer contribution / active EE | $10,592 | $5,103+107.5% | $4,645+128.0% | $4,762+122.4% |
| Participant deferral / active EE | $6,303 | $7,182-12.2% | $6,842-7.9% | $5,983+5.3% |
| Admin fee / account holder | $7 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |