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 | $633,370 | $126,113+402.2% | $116,096+445.6% | $155,188+308.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 15.50% | 391.72%-376.2pp | 326.25%-310.7pp | 148.84%-133.3pp |
| Employer contribution / active EE | $15,000 | $2,672+461.5% | $2,503+499.2% | $4,248+253.1% |
| Participant deferral / active EE | $23,667 | $4,162+468.6% | $3,952+498.9% | $6,531+262.4% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |