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 | $308,553 | $110,410+179.5% | $102,437+201.2% | $145,897+111.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 26.07% | 24.85%+1.2pp | 24.95%+1.1pp | 552.29%-526.2pp |
| Employer contribution / active EE | $926 | $4,217-78.0% | $3,871-76.1% | $4,663-80.1% |
| Participant deferral / active EE | $6,962 | $5,622+23.9% | $5,060+37.6% | $6,689+4.1% |
| Admin fee / account holder | $6 | $9,745-99.9% | $8,388-99.9% | $13,390-100.0% |