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 | $327,139 | $152,460+114.6% | $118,746+175.5% | $147,586+121.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 12.11% | 17.41%-5.3pp | 24.54%-12.4pp | 578.59%-566.5pp |
| Employer contribution / active EE | $16,489 | $5,046+226.8% | $4,193+293.3% | $4,876+238.1% |
| Participant deferral / active EE | $13,050 | $6,212+110.1% | $5,332+144.7% | $5,439+139.9% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |