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 | $419,544 | $156,616+167.9% | $133,346+214.6% | $198,609+111.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.27% | 44.25%-27.0pp | 36.85%-19.6pp | 202.70%-185.4pp |
| Employer contribution / active EE | $5,704 | $3,368+69.4% | $2,853+99.9% | $5,055+12.8% |
| Participant deferral / active EE | $15,572 | $4,920+216.5% | $4,332+259.4% | $6,977+123.2% |
| Admin fee / account holder | $15 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |