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 | $1,026,180 | $173,340+492.0% | $136,007+654.5% | $145,959+603.1% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 29.05% | 1163.32%-1134.3pp | 579.32%-550.3pp | 561.95%-532.9pp |
| Employer contribution / active EE | $5,083 | $5,275-3.6% | $4,215+20.6% | $4,661+9.1% |
| Participant deferral / active EE | $14,775 | $8,699+69.8% | $7,024+110.3% | $6,689+120.9% |
| Admin fee / account holder | $3 | $9,954-100.0% | $6,858-100.0% | $13,398-100.0% |