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 | $999,167 | $201,264+396.4% | $184,185+442.5% | $145,978+584.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.56% | 29.00%+0.6pp | 28.81%+0.8pp | 550.52%-521.0pp |
| Employer contribution / active EE | $25,933 | $7,021+269.4% | $6,426+303.6% | $4,662+456.3% |
| Participant deferral / active EE | $20,233 | $9,806+106.3% | $9,132+121.6% | $6,690+202.5% |
| Admin fee / account holder | $42 | $16,376-99.7% | $13,909-99.7% | $13,400-99.7% |