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 | $723,808 | $223,823+223.4% | $211,142+242.8% | $154,746+367.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.78% | 50.39%-37.6pp | 46.84%-34.1pp | 172.34%-159.6pp |
| Employer contribution / active EE | $16,368 | $6,787+141.2% | $6,442+154.1% | $4,379+273.8% |
| Participant deferral / active EE | $5,167 | $9,750-47.0% | $9,284-44.3% | $6,730-23.2% |
| Admin fee / account holder | $57 | $19,707-99.7% | $19,076-99.7% | $14,365-99.6% |