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 | $341,053 | $181,062+88.4% | $158,223+115.6% | $155,188+119.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.93% | 57.39%-42.5pp | 52.09%-37.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $10,812 | $4,565+136.9% | $4,109+163.2% | $4,248+154.5% |
| Participant deferral / active EE | $5,618 | $6,134-8.4% | $5,467+2.8% | $6,531-14.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |