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 | $385,553 | $154,228+150.0% | $145,433+165.1% | $137,256+180.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.45% | 74.59%-45.1pp | 66.58%-37.1pp | 220.34%-190.9pp |
| Employer contribution / active EE | $7,197 | $4,804+49.8% | $4,554+58.0% | $4,156+73.2% |
| Participant deferral / active EE | $14,727 | $8,216+79.2% | $7,897+86.5% | $6,407+129.9% |
| Admin fee / account holder | $111 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |