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 | $494,788 | $209,425+136.3% | $178,499+177.2% | $158,966+211.3% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 14.86% | 188.80%-173.9pp | 151.10%-136.2pp | 302.95%-288.1pp |
| Employer contribution / active EE | $7,930 | $5,707+38.9% | $5,011+58.2% | $4,762+66.5% |
| Participant deferral / active EE | $9,516 | $5,955+59.8% | $5,202+82.9% | $5,983+59.0% |
| Admin fee / account holder | $24 | $17,078-99.9% | $13,986-99.8% | $11,250-99.8% |