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 | $511,108 | $202,463+152.4% | $169,397+201.7% | $139,487+266.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.96% | 532.64%-518.7pp | 406.23%-392.3pp | 373.84%-359.9pp |
| Employer contribution / active EE | $23,142 | $4,694+393.0% | $4,013+476.7% | $4,755+386.7% |
| Participant deferral / active EE | $25,500 | $6,941+267.4% | $6,223+309.8% | $6,713+279.9% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |