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 | $321,368 | $127,387+152.3% | $115,038+179.4% | $125,389+156.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.92% | 31.28%-26.4pp | 26.14%-21.2pp | 282.24%-277.3pp |
| Employer contribution / active EE | $9,792 | $5,166+89.5% | $4,608+112.5% | $4,866+101.2% |
| Participant deferral / active EE | $9,963 | $6,423+55.1% | $6,026+65.3% | $5,352+86.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |