Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $557,737 | $107,666+418.0% | $102,184+445.8% | $154,746+260.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 42.36% | 29.33%+13.0pp | 31.58%+10.8pp | 172.34%-130.0pp |
| Employer contribution / active EE | $34,609 | $3,846+799.8% | $3,594+863.0% | $4,379+690.3% |
| Participant deferral / active EE | $21,975 | $8,719+152.0% | $8,309+164.5% | $6,730+226.5% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |