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 | $284,285 | $196,972+44.3% | $182,262+56.0% | $198,609+43.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.22% | 158.27%-146.1pp | 140.60%-128.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $7,494 | $5,364+39.7% | $5,046+48.5% | $5,055+48.2% |
| Participant deferral / active EE | $4,433 | $8,643-48.7% | $8,276-46.4% | $6,977-36.5% |
| Admin fee / account holder | $3 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |