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 | $107,666+471.7% | $102,184+502.3% | $154,746+297.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.00% | 29.33%-9.3pp | 31.58%-11.6pp | 172.34%-152.3pp |
| Employer contribution / active EE | $39,375 | $3,846+923.7% | $3,594+995.7% | $4,379+799.2% |
| Participant deferral / active EE | $16,767 | $8,719+92.3% | $8,309+101.8% | $6,730+149.1% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |