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 | $313,941 | $254,759+23.2% | $216,567+45.0% | $198,609+58.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.29% | 10.04%+2.2pp | 12.94%-0.7pp | 202.70%-190.4pp |
| Employer contribution / active EE | $8,397 | $6,096+37.7% | $5,216+61.0% | $5,055+66.1% |
| Participant deferral / active EE | $3,872 | $6,948-44.3% | $6,191-37.5% | $6,977-44.5% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |