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 | $600,806 | $201,259+198.5% | $184,200+226.2% | $145,959+311.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.86% | 28.98%-5.1pp | 28.80%-4.9pp | 561.95%-538.1pp |
| Employer contribution / active EE | $3,039 | $7,018-56.7% | $6,424-52.7% | $4,661-34.8% |
| Participant deferral / active EE | $16,213 | $9,806+65.3% | $9,132+77.5% | $6,689+142.4% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |