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 | $525,841 | $183,627+186.4% | $155,602+237.9% | $145,978+260.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.77% | 61.32%-37.6pp | 64.81%-41.0pp | 550.52%-526.8pp |
| Employer contribution / active EE | $1,715 | $5,316-67.7% | $4,675-63.3% | $4,662-63.2% |
| Participant deferral / active EE | $12,314 | $6,466+90.5% | $5,629+118.8% | $6,690+84.1% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |