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 | $259,603 | $254,759+1.9% | $216,567+19.9% | $198,609+30.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.26% | 10.04%+3.2pp | 12.94%+0.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $1,823 | $6,096-70.1% | $5,216-65.1% | $5,055-63.9% |
| Participant deferral / active EE | $13,333 | $6,948+91.9% | $6,191+115.4% | $6,977+91.1% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |