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 | $569,072 | $175,259+224.7% | $149,723+280.1% | $139,487+308.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.75% | 166.82%-152.1pp | 134.50%-119.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $6,400 | $5,478+16.8% | $4,821+32.7% | $4,755+34.6% |
| Participant deferral / active EE | $9,600 | $6,522+47.2% | $5,682+68.9% | $6,713+43.0% |
| Admin fee / account holder | $120 | $16,158-99.3% | $13,215-99.1% | $11,407-98.9% |