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 | $931,195 | $178,174+422.6% | $156,181+496.2% | $137,256+578.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.74% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $55,458 | $4,972+1015.5% | $4,294+1191.6% | $4,156+1234.4% |
| Participant deferral / active EE | $20,804 | $6,888+202.0% | $6,132+239.3% | $6,407+224.7% |
| Admin fee / account holder | $49 | $17,404-99.7% | $14,586-99.7% | $12,270-99.6% |