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 | $1,266,175 | $126,519+900.8% | $106,201+1092.2% | $145,959+767.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.76% | 225.10%-208.3pp | 116.26%-99.5pp | 561.95%-545.2pp |
| Employer contribution / active EE | $34,142 | $3,726+816.4% | $3,170+977.1% | $4,661+632.5% |
| Participant deferral / active EE | $15,250 | $5,716+166.8% | $5,012+204.3% | $6,689+128.0% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |