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 | $514,991 | $124,980+312.1% | $108,359+375.3% | $154,746+232.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.30% | 45.00%-29.7pp | 36.89%-21.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $6,833 | $2,851+139.7% | $2,399+184.8% | $4,379+56.0% |
| Participant deferral / active EE | $10,333 | $4,743+117.9% | $4,137+149.8% | $6,730+53.5% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |