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 | $434,087 | $209,336+107.4% | $197,124+120.2% | $137,256+216.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.29% | 48.09%-26.8pp | 44.34%-23.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $23,943 | $6,591+263.3% | $6,227+284.5% | $4,156+476.1% |
| Participant deferral / active EE | $18,631 | $9,614+93.8% | $9,135+104.0% | $6,407+190.8% |
| Admin fee / account holder | $33 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |