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 | $498,573 | $165,381+201.5% | $149,730+233.0% | $158,966+213.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 47.50% | 348.29%-300.8pp | 276.70%-229.2pp | 302.95%-255.5pp |
| Employer contribution / active EE | $12,816 | $5,104+151.1% | $4,645+175.9% | $4,762+169.1% |
| Participant deferral / active EE | $6,250 | $7,182-13.0% | $6,843-8.7% | $5,983+4.5% |
| Admin fee / account holder | $25 | $10,809-99.8% | $9,310-99.7% | $11,250-99.8% |