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 | $615,662 | $211,288+191.4% | $178,540+244.8% | $145,884+322.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.58% | 30.27%-19.7pp | 27.15%-16.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $24,606 | $4,574+438.0% | $3,953+522.5% | $4,662+427.8% |
| Participant deferral / active EE | $25,875 | $6,967+271.4% | $6,281+312.0% | $6,690+286.8% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |