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 | $432,689 | $100,970+328.5% | $96,576+348.0% | $137,256+215.2% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 20.13% | 38.16%-18.0pp | 38.47%-18.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,858 | $3,809-25.0% | $3,553-19.6% | $4,156-31.2% |
| Participant deferral / active EE | $17,980 | $8,286+117.0% | $7,956+126.0% | $6,407+180.6% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |