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 | $470,185 | $87,166+439.4% | $76,735+512.7% | $137,256+242.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.50% | 26.50%-14.0pp | 29.77%-17.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $5,308 | $2,904+82.8% | $2,454+116.3% | $4,156+27.7% |
| Participant deferral / active EE | $21,927 | $4,726+363.9% | $4,088+436.4% | $6,407+242.2% |
| Admin fee / account holder | $249 | $8,403-97.0% | $7,189-96.5% | $12,270-98.0% |