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 | $693,711 | $150,207+361.8% | $120,380+476.3% | $145,978+375.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.12% | 154.28%-136.2pp | 107.28%-89.2pp | 550.52%-532.4pp |
| Employer contribution / active EE | $13,446 | $4,351+209.1% | $3,465+288.1% | $4,662+188.4% |
| Participant deferral / active EE | $16,853 | $6,175+172.9% | $4,992+237.6% | $6,690+151.9% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |