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 | $276,818 | $181,062+52.9% | $158,223+75.0% | $155,188+78.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 20.63% | 57.39%-36.8pp | 52.09%-31.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $4,950 | $4,565+8.4% | $4,109+20.5% | $4,248+16.5% |
| Participant deferral / active EE | $7,843 | $6,134+27.8% | $5,467+43.5% | $6,531+20.1% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |