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 | $547,544 | $185,905+194.5% | $170,057+222.0% | $139,487+292.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 24.82% | 60.56%-35.7pp | 53.42%-28.6pp | 373.84%-349.0pp |
| Employer contribution / active EE | $12,140 | $7,597+59.8% | $6,790+78.8% | $4,755+155.3% |
| Participant deferral / active EE | $17,320 | $11,627+49.0% | $10,411+66.4% | $6,713+158.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |