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 | $749,137 | $85,060+780.7% | $70,548+961.9% | $139,456+437.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 28.81% | 30.38%-1.6pp | 32.78%-4.0pp | 373.45%-344.6pp |
| Employer contribution / active EE | $6,324 | $3,911+61.7% | $2,975+112.6% | $4,753+33.1% |
| Participant deferral / active EE | $30,000 | $5,890+409.3% | $4,567+556.9% | $6,711+347.0% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |