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 | $1,506,309 | $100,262+1402.4% | $81,370+1751.2% | $145,897+932.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.40% | 34.52%-15.1pp | 24.85%-5.5pp | 552.29%-532.9pp |
| Employer contribution / active EE | $1,400 | $2,979-53.0% | $2,464-43.2% | $4,663-70.0% |
| Participant deferral / active EE | $2,700 | $4,612-41.5% | $3,885-30.5% | $6,689-59.6% |
| Admin fee / account holder | $60 | $8,163-99.3% | $5,749-99.0% | $13,390-99.6% |