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 | $372,858 | $172,111+116.6% | $150,298+148.1% | $137,256+171.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 15.43% | 69.37%-53.9pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,930 | $4,636-58.4% | $4,154-53.5% | $4,156-53.6% |
| Participant deferral / active EE | $9,262 | $6,166+50.2% | $5,453+69.9% | $6,407+44.6% |
| Admin fee / account holder | $10 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |