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 | $587,181 | $149,778+292.0% | $118,946+393.7% | $158,966+269.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | 15.90% | 19.95%-4.0pp | 35.89%-20.0pp | 302.95%-287.0pp |
| Employer contribution / active EE | $3,149 | $4,117-23.5% | $3,263-3.5% | $4,762-33.9% |
| Participant deferral / active EE | $13,576 | $5,225+159.8% | $4,266+218.3% | $5,983+126.9% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |