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 | $580,366 | $156,616+270.6% | $133,346+335.2% | $198,609+192.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.22% | 44.25%-27.0pp | 36.85%-19.6pp | 202.70%-185.5pp |
| Employer contribution / active EE | $14,924 | $3,368+343.1% | $2,853+423.0% | $5,055+195.2% |
| Participant deferral / active EE | $13,962 | $4,920+183.8% | $4,332+222.3% | $6,977+100.1% |
| Admin fee / account holder | $182 | $17,468-99.0% | $14,264-98.7% | $19,030-99.0% |