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 | $1,203,849 | $108,942+1005.0% | $100,415+1098.9% | $145,897+725.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.08% | 58.27%-42.2pp | 49.47%-33.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $5,470 | $4,422+23.7% | $3,943+38.7% | $4,663+17.3% |
| Participant deferral / active EE | $24,130 | $8,461+185.2% | $8,091+198.2% | $6,689+260.7% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |