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 | $468,866 | $183,539+155.5% | $155,556+201.4% | $145,897+221.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 31.56% | 61.31%-29.8pp | 64.84%-33.3pp | 552.29%-520.7pp |
| Employer contribution / active EE | $1,728 | $5,315-67.5% | $4,675-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $6,509 | $6,467+0.6% | $5,631+15.6% | $6,689-2.7% |
| Admin fee / account holder | $12 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |