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 | $1,676,740 | $160,070+947.5% | $147,117+1039.7% | $145,897+1049.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.04% | 98.69%-66.6pp | 420.54%-388.5pp | 552.29%-520.3pp |
| Employer contribution / active EE | $43,500 | $5,285+723.2% | $4,932+781.9% | $4,663+833.0% |
| Participant deferral / active EE | $26,000 | $8,419+208.8% | $8,065+222.4% | $6,689+288.7% |
| Admin fee / account holder | $120 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |