Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $364,259 | $124,425+192.8% | $112,040+225.1% | $137,256+165.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.68% | 24.72%-4.0pp | 24.52%-3.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $5,767 | $3,411+69.1% | $2,954+95.2% | $4,156+38.8% |
| Participant deferral / active EE | $18,248 | $5,718+219.1% | $5,098+258.0% | $6,407+184.8% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |