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 | $337,502 | $227,291+48.5% | $214,702+57.2% | $155,188+117.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.31% | 60.08%-36.8pp | 54.55%-31.2pp | 148.84%-125.5pp |
| Employer contribution / active EE | $20,179 | $6,772+198.0% | $6,461+212.3% | $4,248+375.0% |
| Participant deferral / active EE | $14,313 | $9,582+49.4% | $9,147+56.5% | $6,531+119.1% |
| Admin fee / account holder | $211 | $20,413-99.0% | $19,830-98.9% | $14,480-98.5% |