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 | $499,507 | $183,592+172.1% | $155,574+221.1% | $145,877+242.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.42% | 61.37%-42.0pp | 64.87%-45.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $10,671 | $5,317+100.7% | $4,676+128.2% | $4,663+128.9% |
| Participant deferral / active EE | $6,490 | $6,466+0.4% | $5,629+15.3% | $6,691-3.0% |
| Admin fee / account holder | $4 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |