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 | $328,189 | $162,812+101.6% | $133,971+145.0% | $158,966+106.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.44% | 41.94%-25.5pp | 45.09%-28.7pp | 302.95%-286.5pp |
| Employer contribution / active EE | $3,693 | $4,976-25.8% | $3,919-5.8% | $4,762-22.4% |
| Participant deferral / active EE | $11,220 | $5,910+89.8% | $5,047+122.3% | $5,983+87.5% |
| Admin fee / account holder | $54 | $11,741-99.5% | $8,929-99.4% | $11,250-99.5% |