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 | $527,174 | $197,625+166.8% | $177,840+196.4% | $158,966+231.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.14% | 58.76%-39.6pp | 48.32%-29.2pp | 302.95%-283.8pp |
| Employer contribution / active EE | $22,513 | $6,698+236.1% | $5,919+280.4% | $4,762+372.7% |
| Participant deferral / active EE | $16,358 | $8,405+94.6% | $7,714+112.1% | $5,983+173.4% |
| Admin fee / account holder | $118 | $15,405-99.2% | $12,431-99.1% | $11,250-99.0% |