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 | $391,895 | $118,708+230.1% | $98,920+296.2% | $158,966+146.5% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+8.9pp |
| Annual return | 13.80% | 372.49%-358.7pp | 196.47%-182.7pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,466 | $3,334-26.0% | $2,689-8.3% | $4,762-48.2% |
| Participant deferral / active EE | $4,727 | $5,089-7.1% | $4,245+11.4% | $5,983-21.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |