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 | $624,666 | $199,109+213.7% | $173,730+259.6% | $154,746+303.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 23.36% | 20.02%+3.3pp | 19.96%+3.4pp | 172.34%-149.0pp |
| Employer contribution / active EE | $33,854 | $5,311+537.4% | $4,577+639.6% | $4,379+673.1% |
| Participant deferral / active EE | $13,602 | $7,113+91.2% | $6,326+115.0% | $6,730+102.1% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |