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 | $366,933 | $211,224+73.7% | $178,505+105.6% | $145,897+151.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 20.77% | 30.28%-9.5pp | 27.16%-6.4pp | 552.29%-531.5pp |
| Employer contribution / active EE | $3,331 | $4,577-27.2% | $3,955-15.8% | $4,663-28.6% |
| Participant deferral / active EE | $18,669 | $6,966+168.0% | $6,280+197.3% | $6,689+179.1% |
| Admin fee / account holder | $87 | $12,109-99.3% | $10,428-99.2% | $13,390-99.4% |