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 | $962,779 | $139,948+588.0% | $121,663+691.4% | $154,746+522.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.51% | 230.52%-214.0pp | 147.54%-131.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $17,928 | $3,521+409.2% | $3,020+493.6% | $4,379+309.4% |
| Participant deferral / active EE | $15,383 | $5,629+173.3% | $4,887+214.8% | $6,730+128.6% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |