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 | $173,397+491.8% | $135,987+654.6% | $145,877+603.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 29.05% | 1166.18%-1137.1pp | 580.01%-551.0pp | 551.28%-522.2pp |
| Employer contribution / active EE | $5,083 | $5,281-3.8% | $4,214+20.6% | $4,663+9.0% |
| Participant deferral / active EE | $14,775 | $8,710+69.6% | $7,027+110.3% | $6,691+120.8% |
| Admin fee / account holder | $3 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |