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 | $288,912 | $209,336+38.0% | $197,124+46.6% | $137,256+110.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.70% | 48.09%-26.4pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $26,360 | $6,591+300.0% | $6,227+323.3% | $4,156+534.3% |
| Participant deferral / active EE | $24,418 | $9,614+154.0% | $9,135+167.3% | $6,407+281.1% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |