Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $560,802 | $185,905+201.7% | $170,057+229.8% | $139,487+302.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 120.69% | 60.56%+60.1pp | 53.42%+67.3pp | 373.84%-253.2pp |
| Employer contribution / active EE | $5,153 | $7,597-32.2% | $6,790-24.1% | $4,755+8.4% |
| Participant deferral / active EE | $19,607 | $11,627+68.6% | $10,411+88.3% | $6,713+192.1% |
| Admin fee / account holder | $23 | $15,397-99.9% | $12,826-99.8% | $11,407-99.8% |