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 | $251,360 | $183,592+36.9% | $155,574+61.6% | $145,877+72.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.45% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $3,024 | $5,317-43.1% | $4,676-35.3% | $4,663-35.1% |
| Participant deferral / active EE | $6,323 | $6,466-2.2% | $5,629+12.3% | $6,691-5.5% |
| Admin fee / account holder | $167 | $19,316-99.1% | $15,914-99.0% | $13,402-98.8% |