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 | $834,056 | $407,956+104.4% | $299,830+178.2% | $198,609+319.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 8.14% | 6.66%+1.5pp | 10.58%-2.4pp | 202.70%-194.6pp |
| Employer contribution / active EE | $3,661 | $7,661-52.2% | $5,842-37.3% | $5,055-27.6% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7 | $73,031-100.0% | $50,982-100.0% | $19,030-100.0% |