Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $253,568 | $114,119+122.2% | $107,187+136.6% | $138,895+82.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 22.35% | 273.21%-250.9pp | 204.55%-182.2pp | 145.39%-123.0pp |
| Employer contribution / active EE | $2,792 | $4,059-31.2% | $3,782-26.2% | $4,194-33.4% |
| Participant deferral / active EE | $16,214 | $5,538+192.8% | $5,096+218.2% | $6,396+153.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |