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 | $312,264 | $201,344+55.1% | $184,243+69.5% | $145,877+114.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.63% | 29.01%-17.4pp | 28.82%-17.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $25,775 | $7,022+267.0% | $6,427+301.1% | $4,663+452.8% |
| Participant deferral / active EE | $26,343 | $9,807+168.6% | $9,132+188.5% | $6,691+293.7% |
| Admin fee / account holder | $10 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |