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 | $417,950 | $198,457+110.6% | $170,435+145.2% | $147,586+183.2% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 12.65% | 257.30%-244.7pp | 205.94%-193.3pp | 578.59%-565.9pp |
| Employer contribution / active EE | $7,790 | $6,183+26.0% | $5,432+43.4% | $4,876+59.8% |
| Participant deferral / active EE | $3,552 | $5,629-36.9% | $4,939-28.1% | $5,439-34.7% |
| Admin fee / account holder | $90 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |