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 | $473,172 | $110,410+328.6% | $102,437+361.9% | $145,897+224.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.81% | 24.85%-10.0pp | 24.95%-10.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,456 | $4,217-41.8% | $3,871-36.5% | $4,663-47.3% |
| Participant deferral / active EE | $8,167 | $5,622+45.3% | $5,060+61.4% | $6,689+22.1% |
| Admin fee / account holder | $60 | $9,745-99.4% | $8,388-99.3% | $13,390-99.6% |