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 | $2,152,260 | $211,239+918.9% | $178,528+1105.6% | $145,877+1375.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.71% | 30.22%-14.5pp | 27.11%-11.4pp | 551.28%-535.6pp |
| Employer contribution / active EE | $11,978 | $4,570+162.1% | $3,950+203.2% | $4,663+156.9% |
| Participant deferral / active EE | $30,500 | $6,963+338.1% | $6,278+385.8% | $6,691+355.9% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |