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 | $462,366 | $185,905+148.7% | $170,057+171.9% | $139,487+231.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.10% | 60.56%-36.5pp | 53.42%-29.3pp | 373.84%-349.7pp |
| Employer contribution / active EE | $4,033 | $7,597-46.9% | $6,790-40.6% | $4,755-15.2% |
| Participant deferral / active EE | $13,498 | $11,627+16.1% | $10,411+29.7% | $6,713+101.1% |
| Admin fee / account holder | $7 | $15,397-100.0% | $12,826-99.9% | $11,407-99.9% |