Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $959,901 | $117,846+714.5% | $102,434+837.1% | $145,884+558.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.90% | 31.90%-18.0pp | 29.46%-15.6pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,708 | $3,615-25.1% | $3,023-10.4% | $4,662-41.9% |
| Participant deferral / active EE | $12,969 | $5,733+126.2% | $5,055+156.6% | $6,690+93.9% |
| Admin fee / account holder | $103 | $13,356-99.2% | $9,462-98.9% | $13,392-99.2% |