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 | $588,250 | $197,637+197.6% | $177,848+230.8% | $158,982+270.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.40% | 58.77%-50.4pp | 48.33%-39.9pp | 302.99%-294.6pp |
| Employer contribution / active EE | $23,566 | $6,698+251.8% | $5,919+298.2% | $4,763+394.8% |
| Participant deferral / active EE | $6,395 | $8,405-23.9% | $7,714-17.1% | $5,983+6.9% |
| Admin fee / account holder | $56 | $15,406-99.6% | $12,431-99.6% | $11,252-99.5% |