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 | $317,236 | $126,661+150.5% | $113,397+179.8% | $138,895+128.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.28% | 25.05%-8.8pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $17,654 | $3,456+410.8% | $2,977+493.0% | $4,194+320.9% |
| Participant deferral / active EE | $9,430 | $5,693+65.6% | $5,076+85.8% | $6,396+47.4% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |