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 | $951,277 | $106,974+789.3% | $90,796+947.7% | $138,895+584.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 25.82% | 20.10%+5.7pp | 19.29%+6.5pp | 145.39%-119.6pp |
| Employer contribution / active EE | $3,170 | $2,609+21.5% | $2,294+38.2% | $4,194-24.4% |
| Participant deferral / active EE | $6,200 | $4,455+39.2% | $3,822+62.2% | $6,396-3.1% |
| Admin fee / account holder | $4 | $8,626-100.0% | $7,024-99.9% | $12,562-100.0% |