Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $422,495 | $166,131+154.3% | $164,975+156.1% | $145,877+189.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.52% | 100.37%-77.8pp | 70.12%-47.6pp | 551.28%-528.8pp |
| Employer contribution / active EE | $38,750 | $5,276+634.5% | $4,343+792.3% | $4,663+731.0% |
| Participant deferral / active EE | $23,083 | $6,962+231.6% | $6,033+282.6% | $6,691+245.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |