Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $269,926 | $110,337+144.6% | $102,383+163.6% | $145,877+85.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 19.64% | 24.83%-5.2pp | 24.94%-5.3pp | 551.28%-531.6pp |
| Employer contribution / active EE | $14,554 | $4,216+245.2% | $3,870+276.1% | $4,663+212.1% |
| Participant deferral / active EE | $13,215 | $5,621+135.1% | $5,060+161.2% | $6,691+97.5% |
| Admin fee / account holder | $10 | $9,750-99.9% | $8,391-99.9% | $13,402-99.9% |