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 | $394,448 | $155,555+153.6% | $146,866+168.6% | $155,188+154.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 13.17% | 115.41%-102.2pp | 102.85%-89.7pp | 148.84%-135.7pp |
| Employer contribution / active EE | $12,726 | $4,647+173.9% | $4,425+187.6% | $4,248+199.6% |
| Participant deferral / active EE | $7,621 | $8,044-5.3% | $7,759-1.8% | $6,531+16.7% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |