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 | $591,133 | $184,014+221.2% | $161,149+266.8% | $138,895+325.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.86% | 21.52%-8.7pp | 21.16%-8.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $3,658 | $5,055-27.6% | $4,360-16.1% | $4,194-12.8% |
| Participant deferral / active EE | $9,130 | $6,909+32.1% | $6,153+48.4% | $6,396+42.7% |
| Admin fee / account holder | $109 | $18,027-99.4% | $15,194-99.3% | $12,562-99.1% |