Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,855,222 | $111,878+1558.2% | $93,727+1879.4% | $145,897+1171.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 29.07% | 204.28%-175.2pp | 133.83%-104.8pp | 552.29%-523.2pp |
| Employer contribution / active EE | $3,929 | $3,092+27.1% | $2,421+62.3% | $4,663-15.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $297 | $10,256-97.1% | $8,292-96.4% | $13,390-97.8% |