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 | $861,416 | $183,516+369.4% | $155,534+453.8% | $145,884+490.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 43.12% | 61.43%-18.3pp | 64.92%-21.8pp | 551.85%-508.7pp |
| Employer contribution / active EE | $5,836 | $5,315+9.8% | $4,675+24.8% | $4,662+25.2% |
| Participant deferral / active EE | $12,200 | $6,467+88.7% | $5,630+116.7% | $6,690+82.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |