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 | $257,440 | $148,582+73.3% | $135,942+89.4% | $139,456+84.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 18.19% | 79.26%-61.1pp | 68.28%-50.1pp | 373.45%-355.3pp |
| Employer contribution / active EE | $7,094 | $5,245+35.3% | $4,858+46.0% | $4,753+49.3% |
| Participant deferral / active EE | $18,966 | $8,101+134.1% | $7,759+144.4% | $6,711+182.6% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |