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 | $1,009,933 | $183,988+448.9% | $162,177+522.7% | $152,897+560.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.62% | 150.79%-129.2pp | 115.60%-94.0pp | 345.43%-323.8pp |
| Employer contribution / active EE | $21,416 | $6,370+236.2% | $5,613+281.5% | $4,764+349.6% |
| Participant deferral / active EE | $22,000 | $8,032+173.9% | $7,297+201.5% | $5,851+276.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |