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 | $254,282 | $157,304+61.7% | $141,197+80.1% | $152,909+66.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.75% | 64.34%-49.6pp | 71.41%-56.7pp | 345.46%-330.7pp |
| Employer contribution / active EE | $2,362 | $5,263-55.1% | $4,736-50.1% | $4,764-50.4% |
| Participant deferral / active EE | $7,112 | $7,1110% | $6,710+6.0% | $5,851+21.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |