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 | $462,875 | $209,422+121.0% | $178,503+159.3% | $158,982+191.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.40% | 188.81%-169.4pp | 151.12%-131.7pp | 302.99%-283.6pp |
| Employer contribution / active EE | $1,533 | $5,707-73.1% | $5,011-69.4% | $4,763-67.8% |
| Participant deferral / active EE | $3,595 | $5,955-39.6% | $5,202-30.9% | $5,983-39.9% |
| Admin fee / account holder | $154 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |