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 | $363,362 | $215,361+68.7% | $171,082+112.4% | $273,972+32.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.44% | 25.14%-13.7pp | 32.56%-21.1pp | 41.46%-30.0pp |
| Employer contribution / active EE | $24,642 | $4,967+396.1% | $4,002+515.7% | $4,869+406.1% |
| Participant deferral / active EE | $11,289 | $5,543+103.6% | $4,797+135.3% | $5,287+113.5% |
| Admin fee / account holder | $170 | $10,846-98.4% | $8,520-98.0% | $10,133-98.3% |