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 | $358,875 | $124,314+188.7% | $109,163+228.8% | $167,518+114.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.01% | 26.04%-11.0pp | 25.75%-10.7pp | 478.71%-463.7pp |
| Employer contribution / active EE | $2,520 | $4,209-40.1% | $3,723-32.3% | $4,838-47.9% |
| Participant deferral / active EE | $6,825 | $5,256+29.8% | $4,654+46.7% | $6,342+7.6% |
| Admin fee / account holder | $140 | $7,973-98.2% | $6,754-97.9% | $12,312-98.9% |