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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,169 | $212,386+58.8% | $199,883+68.7% | $138,895+142.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.29% | 47.75%-34.5pp | 43.81%-30.5pp | 145.39%-132.1pp |
| Employer contribution / active EE | $33,110 | $6,625+399.8% | $6,261+428.8% | $4,194+689.4% |
| Participant deferral / active EE | $32,300 | $9,617+235.9% | $9,138+253.5% | $6,396+405.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |