Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $463,708 | $114,013+306.7% | $103,693+347.2% | $155,188+198.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 23.40% | 49.31%-25.9pp | 47.61%-24.2pp | 148.84%-125.4pp |
| Employer contribution / active EE | $24,855 | $3,131+693.8% | $2,920+751.1% | $4,248+485.1% |
| Participant deferral / active EE | $17,610 | $4,970+254.3% | $4,579+284.6% | $6,531+169.6% |
| Admin fee / account holder | $177 | $8,407-97.9% | $7,858-97.7% | $14,480-98.8% |