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 | $647,247 | $155,555+316.1% | $146,866+340.7% | $155,188+317.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.65% | 115.41%-98.8pp | 102.85%-86.2pp | 148.84%-132.2pp |
| Employer contribution / active EE | $18,424 | $4,647+296.5% | $4,425+316.4% | $4,248+333.7% |
| Participant deferral / active EE | $19,092 | $8,044+137.3% | $7,759+146.1% | $6,531+192.3% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |