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 | $887,859 | $106,280+735.4% | $96,538+819.7% | $139,487+536.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.40% | 38.48%-13.1pp | 35.74%-10.3pp | 373.84%-348.4pp |
| Employer contribution / active EE | $3,000 | $4,107-27.0% | $3,740-19.8% | $4,755-36.9% |
| Participant deferral / active EE | $23,000 | $5,457+321.5% | $4,880+371.3% | $6,713+242.6% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |