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 | $323,893 | $228,352+41.8% | $185,835+74.3% | $158,966+103.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.53% | 40.81%-28.3pp | 35.96%-23.4pp | 302.95%-290.4pp |
| Employer contribution / active EE | $12,603 | $4,967+153.7% | $4,087+208.3% | $4,762+164.6% |
| Participant deferral / active EE | $9,182 | $6,416+43.1% | $5,633+63.0% | $5,983+53.5% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |