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 | $338,620 | $196,972+71.9% | $182,262+85.8% | $198,609+70.5% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 15.38% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $13,054 | $5,364+143.4% | $5,046+158.7% | $5,055+158.2% |
| Participant deferral / active EE | $11,820 | $8,643+36.8% | $8,276+42.8% | $6,977+69.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |