Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $294,325 | $183,592+60.3% | $155,574+89.2% | $145,877+101.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.52% | 61.37%-40.9pp | 64.87%-44.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $6,745 | $5,317+26.9% | $4,676+44.3% | $4,663+44.7% |
| Participant deferral / active EE | $15,160 | $6,466+134.5% | $5,629+169.3% | $6,691+126.6% |
| Admin fee / account holder | $16 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |