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 | $315,432 | $115,917+172.1% | $100,535+213.8% | $158,982+98.4% |
| Participation rate | 76.9% | 81.6%-4.7pp | 79.4%-2.5pp | 82.0%-5.0pp |
| Annual return | 12.43% | 34.80%-22.4pp | 30.90%-18.5pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,270 | $4,105-69.1% | $3,419-62.9% | $4,763-73.3% |
| Participant deferral / active EE | $12,697 | $6,677+90.2% | $6,271+102.5% | $5,983+112.2% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |