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 | $500,066 | $96,361+418.9% | $80,607+520.4% | $139,456+258.6% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 17.56% | 1350.95%-1333.4pp | 936.11%-918.5pp | 373.45%-355.9pp |
| Employer contribution / active EE | $6,420 | $3,262+96.8% | $2,724+135.7% | $4,753+35.1% |
| Participant deferral / active EE | $14,779 | $5,232+182.5% | $4,448+232.3% | $6,711+120.2% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |