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 | $258,224 | $201,372+28.2% | $184,260+40.1% | $145,884+77.0% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 18.14% | 29.04%-10.9pp | 28.84%-10.7pp | 551.85%-533.7pp |
| Employer contribution / active EE | $14,578 | $7,024+107.6% | $6,427+126.8% | $4,662+212.7% |
| Participant deferral / active EE | $8,628 | $9,808-12.0% | $9,133-5.5% | $6,690+29.0% |
| Admin fee / account holder | $1 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |