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 | $359,521 | $103,392+247.7% | $87,104+312.7% | $152,897+135.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 12.23% | 28.10%-15.9pp | 28.19%-16.0pp | 345.43%-333.2pp |
| Employer contribution / active EE | $17,394 | $3,221+440.0% | $2,521+589.9% | $4,764+265.1% |
| Participant deferral / active EE | $10,520 | $4,778+120.2% | $4,048+159.9% | $5,851+79.8% |
| Admin fee / account holder | $16 | $12,194-99.9% | $7,491-99.8% | $11,599-99.9% |