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 | $501,209 | $110,801+352.4% | $86,868+477.0% | $167,518+199.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.20% | 117.00%-104.8pp | 63.53%-51.3pp | 478.71%-466.5pp |
| Employer contribution / active EE | $29,903 | $3,245+821.6% | $2,496+1098.2% | $4,838+518.0% |
| Participant deferral / active EE | $4,857 | $4,547+6.8% | $3,699+31.3% | $6,342-23.4% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,829-100.0% | $12,312-100.0% |