Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $373,807 | $169,336+120.7% | $129,384+188.9% | $145,884+156.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.46% | 14408.70%-14394.2pp | 9461.77%-9447.3pp | 551.85%-537.4pp |
| Employer contribution / active EE | $23,921 | $5,540+331.8% | $4,153+476.0% | $4,662+413.1% |
| Participant deferral / active EE | $22,758 | $4,985+356.5% | $4,166+446.3% | $6,690+240.2% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |