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 | $333,625 | $117,829+183.1% | $102,423+225.7% | $145,877+128.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 13.12% | 31.83%-18.7pp | 29.42%-16.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $8,835 | $3,615+144.4% | $3,023+192.3% | $4,663+89.5% |
| Participant deferral / active EE | $6,750 | $5,732+17.8% | $5,054+33.6% | $6,691+0.9% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |