Filed January 3, 2024
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 | $368,578 | $150,446+145.0% | $136,297+170.4% | $147,585+149.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.11% | 1049.14%-1033.0pp | 5156.19%-5140.1pp | 578.58%-562.5pp |
| Employer contribution / active EE | $12,265 | $5,256+133.3% | $4,696+161.2% | $4,876+151.5% |
| Participant deferral / active EE | $13,084 | $6,631+97.3% | $6,247+109.4% | $5,439+140.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |