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 | $771,041 | $160,040+381.8% | $147,096+424.2% | $145,877+428.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 20.36% | 98.49%-78.1pp | 419.75%-399.4pp | 551.28%-530.9pp |
| Employer contribution / active EE | $17,455 | $5,289+230.0% | $4,936+253.6% | $4,663+274.3% |
| Participant deferral / active EE | $11,205 | $8,429+32.9% | $8,071+38.8% | $6,691+67.5% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |