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 | $325,651 | $165,399+96.9% | $149,745+117.5% | $158,982+104.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 19.86% | 348.34%-328.5pp | 276.72%-256.9pp | 302.99%-283.1pp |
| Employer contribution / active EE | $4,309 | $5,105-15.6% | $4,646-7.2% | $4,763-9.5% |
| Participant deferral / active EE | $8,058 | $7,183+12.2% | $6,843+17.8% | $5,983+34.7% |
| Admin fee / account holder | $74 | $10,811-99.3% | $9,312-99.2% | $11,252-99.3% |