Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $643,794 | $185,883+246.3% | $170,043+278.6% | $139,466+361.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.32% | 60.54%-36.2pp | 53.40%-29.1pp | 373.66%-349.3pp |
| Employer contribution / active EE | $25,952 | $7,596+241.6% | $6,790+282.2% | $4,754+445.9% |
| Participant deferral / active EE | $21,025 | $11,626+80.8% | $10,410+102.0% | $6,712+213.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |