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 | $368,068 | $111,535+230.0% | $105,223+249.8% | $137,256+168.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.98% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $18,599 | $3,939+372.1% | $3,689+404.2% | $4,156+347.5% |
| Participant deferral / active EE | $9,057 | $5,500+64.7% | $5,072+78.6% | $6,407+41.4% |
| Admin fee / account holder | $15 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |