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 | $345,161 | $172,111+100.5% | $150,298+129.7% | $137,256+151.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.51% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,921 | $4,636-15.4% | $4,154-5.6% | $4,156-5.7% |
| Participant deferral / active EE | $15,350 | $6,166+149.0% | $5,453+181.5% | $6,407+139.6% |
| Admin fee / account holder | $272 | $16,471-98.3% | $14,116-98.1% | $12,270-97.8% |