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 | $384,804 | $157,304+144.6% | $141,197+172.5% | $152,909+151.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 20.14% | 64.34%-44.2pp | 71.41%-51.3pp | 345.46%-325.3pp |
| Employer contribution / active EE | $2,889 | $5,263-45.1% | $4,736-39.0% | $4,764-39.4% |
| Participant deferral / active EE | $19,492 | $7,111+174.1% | $6,710+190.5% | $5,851+233.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |