Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,300,165 | $162,136+701.9% | $152,301+753.7% | $154,746+740.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 959.86% | 91.02%+868.8pp | 80.50%+879.4pp | 172.34%+787.5pp |
| Employer contribution / active EE | $27,475 | $4,890+461.8% | $4,624+494.1% | $4,379+527.4% |
| Participant deferral / active EE | $27,000 | $8,341+223.7% | $8,004+237.3% | $6,730+301.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |