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 | $280,543 | $117,895+138.0% | $102,460+173.8% | $145,897+92.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.13% | 31.92%-18.8pp | 29.47%-16.3pp | 552.29%-539.2pp |
| Employer contribution / active EE | $12,684 | $3,619+250.5% | $3,025+319.3% | $4,663+172.0% |
| Participant deferral / active EE | $9,325 | $5,736+62.6% | $5,056+84.4% | $6,689+39.4% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |