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 | $259,503 | $209,425+23.9% | $178,499+45.4% | $158,966+63.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.32% | 188.80%-170.5pp | 151.10%-132.8pp | 302.95%-284.6pp |
| Employer contribution / active EE | $2,147 | $5,707-62.4% | $5,011-57.2% | $4,762-54.9% |
| Participant deferral / active EE | $4,703 | $5,955-21.0% | $5,202-9.6% | $5,983-21.4% |
| Admin fee / account holder | $12 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |