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 | $833,445 | $141,001+491.1% | $112,228+642.6% | $139,487+497.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.30% | 32.75%-22.5pp | 30.23%-19.9pp | 373.84%-363.5pp |
| Employer contribution / active EE | $40,500 | $4,285+845.2% | $3,432+1080.2% | $4,755+751.8% |
| Participant deferral / active EE | $30,000 | $5,877+410.4% | $4,800+525.0% | $6,713+346.9% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |