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 | $90,614+1551.3% | $76,089+1866.5% | $145,877+925.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.00% | 623.80%-607.8pp | 360.94%-344.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $32,764 | $3,324+885.6% | $2,690+1118.0% | $4,663+602.6% |
| Participant deferral / active EE | $14,117 | $5,168+173.1% | $4,259+231.4% | $6,691+111.0% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |