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 | $343,011 | $107,809+218.2% | $97,032+253.5% | $155,188+121.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 13.01% | 38.06%-25.0pp | 35.38%-22.4pp | 148.84%-135.8pp |
| Employer contribution / active EE | $3,876 | $2,911+33.1% | $2,629+47.4% | $4,248-8.8% |
| Participant deferral / active EE | $6,579 | $5,129+28.3% | $4,672+40.8% | $6,531+0.7% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |