Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $277,167 | $123,854+123.8% | $69,623+298.1% | $145,884+90.0% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.4%+19.3pp | 80.3%+5.4pp |
| Annual return | 19.12% | 192.35%-173.2pp | 101.23%-82.1pp | 551.85%-532.7pp |
| Employer contribution / active EE | $4,788 | $2,673+79.1% | $1,709+180.2% | $4,662+2.7% |
| Participant deferral / active EE | $7,429 | $4,242+75.1% | $2,890+157.1% | $6,690+11.1% |
| Admin fee / account holder | $0 | $7,822-100.0% | $4,696-100.0% | $13,392-100.0% |