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 | $967,879 | $111,535+767.8% | $105,223+819.8% | $137,256+605.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.22% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $38,430 | $3,939+875.5% | $3,689+941.9% | $4,156+824.7% |
| Participant deferral / active EE | $25,659 | $5,500+366.5% | $5,072+405.9% | $6,407+300.5% |
| Admin fee / account holder | $65 | $9,721-99.3% | $8,859-99.3% | $12,270-99.5% |