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 | $251,946 | $209,336+20.4% | $197,124+27.8% | $137,256+83.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.45% | 48.09%-25.6pp | 44.34%-21.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $10,569 | $6,591+60.4% | $6,227+69.7% | $4,156+154.3% |
| Participant deferral / active EE | $8,068 | $9,614-16.1% | $9,135-11.7% | $6,407+25.9% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |