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 | $478,683 | $183,592+160.7% | $155,574+207.7% | $145,877+228.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.19% | 61.37%-44.2pp | 64.87%-47.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $20,333 | $5,317+282.4% | $4,676+334.9% | $4,663+336.1% |
| Participant deferral / active EE | $12,200 | $6,466+88.7% | $5,629+116.7% | $6,691+82.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |