Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $328,016 | $275,752+19.0% | $256,809+27.7% | $198,609+65.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.39% | 34.81%-15.4pp | 32.73%-13.3pp | 202.70%-183.3pp |
| Employer contribution / active EE | $19,580 | $7,721+153.6% | $7,263+169.6% | $5,055+287.3% |
| Participant deferral / active EE | $17,820 | $10,037+77.5% | $9,520+87.2% | $6,977+155.4% |
| Admin fee / account holder | $10 | $25,716-100.0% | $25,146-100.0% | $19,030-99.9% |