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 | $280,734 | $172,111+63.1% | $150,298+86.8% | $137,256+104.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.29% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $9,476 | $4,636+104.4% | $4,154+128.1% | $4,156+128.0% |
| Participant deferral / active EE | $17,434 | $6,166+182.8% | $5,453+219.7% | $6,407+172.1% |
| Admin fee / account holder | $134 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |