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 | $397,448 | $174,379+127.9% | $152,093+161.3% | $138,895+186.2% |
| Participation rate | 95.5% | 81.6%+13.8pp | 77.8%+17.7pp | 79.9%+15.5pp |
| Annual return | 17.12% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $21,597 | $4,652+364.3% | $4,175+417.3% | $4,194+414.9% |
| Participant deferral / active EE | $12,113 | $6,159+96.7% | $5,451+122.2% | $6,396+89.4% |
| Admin fee / account holder | $258 | $16,880-98.5% | $14,497-98.2% | $12,562-97.9% |