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 | $885,530 | $155,555+469.3% | $146,866+503.0% | $155,188+470.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.06% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $37,398 | $4,647+704.8% | $4,425+745.2% | $4,248+780.4% |
| Participant deferral / active EE | $15,218 | $8,044+89.2% | $7,759+96.1% | $6,531+133.0% |
| Admin fee / account holder | $286 | $14,755-98.1% | $13,620-97.9% | $14,480-98.0% |