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 | $251,982 | $113,338+122.3% | $94,993+165.3% | $147,586+70.7% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 19.81% | 20.80%-1.0pp | 27.14%-7.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,549 | $3,160-19.3% | $2,603-2.1% | $4,876-47.7% |
| Participant deferral / active EE | $9,143 | $3,777+142.1% | $3,317+175.6% | $5,439+68.1% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |