Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $549,788 | $201,344+173.1% | $184,243+198.4% | $145,877+276.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.57% | 29.01%-16.4pp | 28.82%-16.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $22,285 | $7,022+217.3% | $6,427+246.7% | $4,663+377.9% |
| Participant deferral / active EE | $14,634 | $9,807+49.2% | $9,132+60.2% | $6,691+118.7% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |