Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $615,476 | $97,289+532.6% | $92,805+563.2% | $155,188+296.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.00% | 29.03%-9.0pp | 31.59%-11.6pp | 148.84%-128.8pp |
| Employer contribution / active EE | $39,375 | $3,632+984.1% | $3,424+1049.9% | $4,248+827.0% |
| Participant deferral / active EE | $16,767 | $8,795+90.6% | $8,448+98.5% | $6,531+156.7% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |