Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,691,306 | $201,344+740.0% | $184,243+818.0% | $145,877+1059.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.61% | 29.01%-16.4pp | 28.82%-16.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $46,000 | $7,022+555.0% | $6,427+615.7% | $4,663+886.5% |
| Participant deferral / active EE | $25,500 | $9,807+160.0% | $9,132+179.2% | $6,691+281.1% |
| Admin fee / account holder | $296 | $16,382-98.2% | $13,914-97.9% | $13,402-97.8% |