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 | $376,372 | $201,264+87.0% | $184,185+104.3% | $145,978+157.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.95% | 29.00%-18.1pp | 28.81%-17.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $14,432 | $7,021+105.6% | $6,426+124.6% | $4,662+209.6% |
| Participant deferral / active EE | $18,133 | $9,806+84.9% | $9,132+98.6% | $6,690+171.1% |
| Admin fee / account holder | $224 | $16,376-98.6% | $13,909-98.4% | $13,400-98.3% |