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 | $904,387 | $183,592+392.6% | $155,574+481.3% | $145,877+520.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.10% | 61.37%-42.3pp | 64.87%-45.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $16,387 | $5,317+208.2% | $4,676+250.5% | $4,663+251.4% |
| Participant deferral / active EE | $38,247 | $6,466+491.5% | $5,629+579.4% | $6,691+471.7% |
| Admin fee / account holder | $48 | $19,316-99.8% | $15,914-99.7% | $13,402-99.6% |