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 | $281,969 | $111,878+152.0% | $93,727+200.8% | $145,897+93.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.88% | 204.28%-195.4pp | 133.83%-125.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $6,004 | $3,092+94.2% | $2,421+148.0% | $4,663+28.8% |
| Participant deferral / active EE | $9,487 | $4,920+92.8% | $4,417+114.8% | $6,689+41.8% |
| Admin fee / account holder | $31 | $10,256-99.7% | $8,292-99.6% | $13,390-99.8% |