Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $401,033 | $156,398+156.4% | $147,318+172.2% | $138,895+188.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.69% | 78.75%-59.1pp | 70.43%-50.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $18,744 | $4,853+286.2% | $4,593+308.1% | $4,194+346.9% |
| Participant deferral / active EE | $11,616 | $8,237+41.0% | $7,906+46.9% | $6,396+81.6% |
| Admin fee / account holder | $3 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |