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 | $303,882 | $181,896+67.1% | $156,551+94.1% | $273,972+10.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.19% | 30.74%-21.6pp | 32.23%-23.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,610 | $6,248-58.2% | $5,501-52.6% | $4,869-46.4% |
| Participant deferral / active EE | $2,986 | $5,550-46.2% | $4,871-38.7% | $5,287-43.5% |
| Admin fee / account holder | $104 | $15,560-99.3% | $13,028-99.2% | $10,133-99.0% |