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 | $357,491 | $97,125+268.1% | $86,233+314.6% | $137,256+160.5% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 14.79% | 74.19%-59.4pp | 61.39%-46.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,461 | $2,841-13.4% | $2,504-1.8% | $4,156-40.8% |
| Participant deferral / active EE | $6,323 | $5,180+22.1% | $4,559+38.7% | $6,407-1.3% |
| Admin fee / account holder | $4 | $9,725-100.0% | $8,342-99.9% | $12,270-100.0% |