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 | $544,641 | $154,228+253.1% | $145,433+274.5% | $137,256+296.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.42% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $8,472 | $4,804+76.3% | $4,554+86.0% | $4,156+103.8% |
| Participant deferral / active EE | $26,000 | $8,216+216.4% | $7,897+229.2% | $6,407+305.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |