Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $533,806 | $212,386+151.3% | $199,883+167.1% | $138,895+284.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.18% | 47.75%-28.6pp | 43.81%-24.6pp | 145.39%-126.2pp |
| Employer contribution / active EE | $25,456 | $6,625+284.3% | $6,261+306.6% | $4,194+506.9% |
| Participant deferral / active EE | $20,725 | $9,617+115.5% | $9,138+126.8% | $6,396+224.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |