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 | $505,854 | $181,062+179.4% | $158,223+219.7% | $155,188+226.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.04% | 57.39%-42.3pp | 52.09%-37.0pp | 148.84%-133.8pp |
| Employer contribution / active EE | $10,716 | $4,565+134.8% | $4,109+160.8% | $4,248+152.3% |
| Participant deferral / active EE | $5,167 | $6,134-15.8% | $5,467-5.5% | $6,531-20.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |