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 | $879,110 | $211,288+316.1% | $178,540+392.4% | $145,884+502.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.78% | 30.27%-13.5pp | 27.15%-10.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $19,498 | $4,574+326.3% | $3,953+393.3% | $4,662+318.2% |
| Participant deferral / active EE | $18,000 | $6,967+158.4% | $6,281+186.6% | $6,690+169.1% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |