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 | $365,059 | $100,970+261.6% | $96,576+278.0% | $137,256+166.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.06% | 38.16%-21.1pp | 38.47%-21.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $8,084 | $3,809+112.2% | $3,553+127.5% | $4,156+94.5% |
| Participant deferral / active EE | $8,678 | $8,286+4.7% | $7,956+9.1% | $6,407+35.4% |
| Admin fee / account holder | $6 | $11,312-99.9% | $11,381-99.9% | $12,270-100.0% |