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 | $284,049 | $169,237+67.8% | $129,339+119.6% | $145,978+94.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.15% | 14364.43%-14352.3pp | 9437.05%-9424.9pp | 550.52%-538.4pp |
| Employer contribution / active EE | $2,866 | $5,540-48.3% | $4,154-31.0% | $4,662-38.5% |
| Participant deferral / active EE | $10,804 | $4,991+116.5% | $4,170+159.1% | $6,690+61.5% |
| Admin fee / account holder | $104 | $9,882-98.9% | $7,668-98.6% | $13,400-99.2% |