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 | $284,044 | $110,337+157.4% | $102,383+177.4% | $145,877+94.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.60% | 24.83%-10.2pp | 24.94%-10.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $25,465 | $4,216+504.0% | $3,870+558.0% | $4,663+446.1% |
| Participant deferral / active EE | $6,979 | $5,621+24.2% | $5,060+37.9% | $6,691+4.3% |
| Admin fee / account holder | $207 | $9,750-97.9% | $8,391-97.5% | $13,402-98.5% |