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 | $305,600 | $213,785+42.9% | $185,441+64.8% | $155,188+96.9% |
| Participation rate | 88.9% | 83.2%+5.7pp | 80.3%+8.6pp | 80.8%+8.1pp |
| Annual return | 21.49% | 19.97%+1.5pp | 20.16%+1.3pp | 148.84%-127.4pp |
| Employer contribution / active EE | $8,809 | $5,393+63.4% | $4,672+88.5% | $4,248+107.4% |
| Participant deferral / active EE | $20,576 | $6,864+199.8% | $6,152+234.5% | $6,531+215.1% |
| Admin fee / account holder | $1 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |