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 | $276,271 | $118,708+132.7% | $98,920+179.3% | $158,982+73.8% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 20.25% | 372.49%-352.2pp | 196.47%-176.2pp | 302.99%-282.7pp |
| Employer contribution / active EE | $11,094 | $3,334+232.8% | $2,689+312.5% | $4,763+132.9% |
| Participant deferral / active EE | $7,780 | $5,089+52.9% | $4,245+83.3% | $5,983+30.0% |
| Admin fee / account holder | $195 | $10,134-98.1% | $6,643-97.1% | $11,252-98.3% |