Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $301,764 | $136,860+120.5% | $120,344+150.8% | $154,746+95.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.18% | 21.38%-2.2pp | 20.30%-1.1pp | 172.34%-153.2pp |
| Employer contribution / active EE | $15,968 | $3,533+352.0% | $3,020+428.7% | $4,379+264.6% |
| Participant deferral / active EE | $17,163 | $5,793+196.2% | $5,135+234.2% | $6,730+155.0% |
| Admin fee / account holder | $6 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |