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 | $435,735 | $156,398+178.6% | $147,318+195.8% | $138,895+213.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.84% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $7,240 | $4,853+49.2% | $4,593+57.6% | $4,194+72.6% |
| Participant deferral / active EE | $17,160 | $8,237+108.3% | $7,906+117.0% | $6,396+168.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |