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 | $347,677 | $167,353+107.8% | $143,797+141.8% | $134,545+158.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 93.56% | 0.48%+93.1pp | -0.04%+93.6pp | 418.37%-324.8pp |
| Employer contribution / active EE | $16,037 | $5,620+185.3% | $4,952+223.8% | $4,742+238.2% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |