Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $427,208 | $275,752+54.9% | $256,809+66.4% | $198,609+115.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 22.96% | 34.81%-11.9pp | 32.73%-9.8pp | 202.70%-179.7pp |
| Employer contribution / active EE | $10,332 | $7,721+33.8% | $7,263+42.3% | $5,055+104.4% |
| Participant deferral / active EE | $11,033 | $10,037+9.9% | $9,520+15.9% | $6,977+58.1% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |