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 | $315,940 | $156,398+102.0% | $147,318+114.5% | $138,895+127.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.28% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,828 | $4,853-41.7% | $4,593-38.4% | $4,194-32.6% |
| Participant deferral / active EE | $9,249 | $8,237+12.3% | $7,906+17.0% | $6,396+44.6% |
| Admin fee / account holder | $7 | $14,976-100.0% | $13,708-99.9% | $12,562-99.9% |