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 | $760,992 | $201,370+277.9% | $184,256+313.0% | $145,897+421.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.67% | 29.05%-19.4pp | 28.85%-19.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $18,845 | $7,024+168.3% | $6,427+193.2% | $4,663+304.2% |
| Participant deferral / active EE | $14,541 | $9,808+48.3% | $9,133+59.2% | $6,689+117.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |