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 | $272,239 | $135,905+100.3% | $126,068+115.9% | $198,609+37.1% |
| Participation rate | 83.3% | 85.6%-2.3pp | 84.7%-1.4pp | 82.4%+1.0pp |
| Annual return | 20.64% | 14.07%+6.6pp | 15.01%+5.6pp | 202.70%-182.1pp |
| Employer contribution / active EE | $1,460 | $4,245-65.6% | $3,968-63.2% | $5,055-71.1% |
| Participant deferral / active EE | $8,512 | $8,523-0.1% | $8,214+3.6% | $6,977+22.0% |
| Admin fee / account holder | $66 | $21,036-99.7% | $18,264-99.6% | $19,030-99.7% |