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 | $271,379 | $157,296+72.5% | $141,191+92.2% | $152,897+77.5% |
| Participation rate | 77.3% | 84.8%-7.6pp | 82.5%-5.2pp | 82.5%-5.2pp |
| Annual return | 24.19% | 64.34%-40.2pp | 71.41%-47.2pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,872 | $5,262-64.4% | $4,736-60.5% | $4,764-60.7% |
| Participant deferral / active EE | $7,488 | $7,111+5.3% | $6,710+11.6% | $5,851+28.0% |
| Admin fee / account holder | $176 | $12,125-98.5% | $10,264-98.3% | $11,599-98.5% |