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 | $1,496,303 | $90,530+1552.8% | $76,030+1868.0% | $145,897+925.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.00% | 625.08%-609.1pp | 361.54%-345.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $32,764 | $3,319+887.0% | $2,688+1119.1% | $4,663+602.7% |
| Participant deferral / active EE | $14,117 | $5,164+173.3% | $4,257+231.6% | $6,689+111.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |