Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $418,908 | $150,346+178.6% | $120,524+247.6% | $145,877+187.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 19.64% | 154.40%-134.8pp | 107.36%-87.7pp | 551.28%-531.6pp |
| Employer contribution / active EE | $7,396 | $4,353+69.9% | $3,469+113.2% | $4,663+58.6% |
| Participant deferral / active EE | $10,646 | $6,172+72.5% | $4,994+113.2% | $6,691+59.1% |
| Admin fee / account holder | $106 | $12,215-99.1% | $9,440-98.9% | $13,402-99.2% |