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 | $283,647 | $157,296+80.3% | $141,191+100.9% | $152,897+85.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.28% | 64.34%-42.1pp | 71.41%-49.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $3,104 | $5,262-41.0% | $4,736-34.5% | $4,764-34.8% |
| Participant deferral / active EE | $11,875 | $7,111+67.0% | $6,710+77.0% | $5,851+103.0% |
| Admin fee / account holder | $278 | $12,125-97.7% | $10,264-97.3% | $11,599-97.6% |