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 | $1,217,252 | $148,623+719.0% | $135,974+795.2% | $139,466+772.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.27% | 79.30%-43.0pp | 68.30%-32.0pp | 373.66%-337.4pp |
| Employer contribution / active EE | $19,500 | $5,246+271.7% | $4,859+301.3% | $4,754+310.2% |
| Participant deferral / active EE | $26,000 | $8,103+220.9% | $7,760+235.1% | $6,712+287.4% |
| Admin fee / account holder | $120 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |