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 | $938,682 | $183,539+411.4% | $155,556+503.4% | $145,897+543.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.06% | 61.31%-42.2pp | 64.84%-45.8pp | 552.29%-533.2pp |
| Employer contribution / active EE | $12,963 | $5,315+143.9% | $4,675+177.3% | $4,663+178.0% |
| Participant deferral / active EE | $6,550 | $6,467+1.3% | $5,631+16.3% | $6,689-2.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |