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 | $565,188 | $152,619+270.3% | $125,195+351.4% | $152,909+269.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.79% | 54.85%-38.1pp | 43.79%-27.0pp | 345.46%-328.7pp |
| Employer contribution / active EE | $4,705 | $4,947-4.9% | $3,866+21.7% | $4,764-1.2% |
| Participant deferral / active EE | $13,089 | $5,869+123.0% | $4,937+165.1% | $5,851+123.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |