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 | $513,832 | $107,666+377.2% | $102,184+402.8% | $154,746+232.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.19% | 29.33%-13.1pp | 31.58%-15.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $8,500 | $3,846+121.0% | $3,594+136.5% | $4,379+94.1% |
| Participant deferral / active EE | $31,000 | $8,719+255.5% | $8,309+273.1% | $6,730+360.6% |
| Admin fee / account holder | $15 | $12,943-99.9% | $11,609-99.9% | $14,365-99.9% |