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 | $342,299 | $154,228+121.9% | $145,433+135.4% | $137,256+149.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.16% | 74.59%-41.4pp | 66.58%-33.4pp | 220.34%-187.2pp |
| Employer contribution / active EE | $17,529 | $4,804+264.9% | $4,554+284.9% | $4,156+321.8% |
| Participant deferral / active EE | $15,742 | $8,216+91.6% | $7,897+99.3% | $6,407+145.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |