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 | $502,202 | $176,794+184.1% | $146,647+242.5% | $167,553+199.7% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 16.94% | 24.04%-7.1pp | 22.75%-5.8pp | 478.89%-461.9pp |
| Employer contribution / active EE | $13,906 | $5,161+169.4% | $4,137+236.1% | $4,840+187.3% |
| Participant deferral / active EE | $5,090 | $6,440-21.0% | $5,506-7.6% | $6,343-19.7% |
| Admin fee / account holder | $14 | $13,262-99.9% | $10,281-99.9% | $12,316-99.9% |