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 | $504,139 | $201,370+150.4% | $184,256+173.6% | $145,897+245.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.94% | 29.05%-14.1pp | 28.85%-13.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $24,307 | $7,024+246.1% | $6,427+278.2% | $4,663+421.3% |
| Participant deferral / active EE | $31,750 | $9,808+223.7% | $9,133+247.6% | $6,689+374.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |