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 | $209,336+245.8% | $197,124+267.2% | $137,256+427.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.78% | 48.09%-35.3pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $16,368 | $6,591+148.3% | $6,227+162.8% | $4,156+293.8% |
| Participant deferral / active EE | $5,167 | $9,614-46.3% | $9,135-43.4% | $6,407-19.4% |
| Admin fee / account holder | $57 | $17,308-99.7% | $16,298-99.7% | $12,270-99.5% |