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 | $296,464 | $102,245+190.0% | $89,340+231.8% | $137,256+116.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.62% | 21.89%-1.3pp | 20.57%+0.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,679 | $2,529+5.9% | $2,231+20.1% | $4,156-35.5% |
| Participant deferral / active EE | $15,611 | $4,436+251.9% | $3,823+308.4% | $6,407+143.7% |
| Admin fee / account holder | $16 | $8,085-99.8% | $6,704-99.8% | $12,270-99.9% |