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 | $308,477 | $209,422+47.3% | $178,503+72.8% | $158,982+94.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.17% | 188.81%-164.6pp | 151.12%-126.9pp | 302.99%-278.8pp |
| Employer contribution / active EE | $5,765 | $5,707+1.0% | $5,011+15.0% | $4,763+21.0% |
| Participant deferral / active EE | $8,605 | $5,955+44.5% | $5,202+65.4% | $5,983+43.8% |
| Admin fee / account holder | $18 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |