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 | $178,174+250.6% | $156,181+300.0% | $137,256+355.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 23.36% | 84.19%-60.8pp | 64.87%-41.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $33,854 | $4,972+580.9% | $4,294+688.4% | $4,156+714.6% |
| Participant deferral / active EE | $13,602 | $6,888+97.5% | $6,132+121.8% | $6,407+112.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |