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 | $256,691 | $109,411+134.6% | $89,435+187.0% | $158,982+61.5% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 12.09% | 345.68%-333.6pp | 245.55%-233.5pp | 302.99%-290.9pp |
| Employer contribution / active EE | $4,945 | $3,173+55.9% | $2,587+91.1% | $4,763+3.8% |
| Participant deferral / active EE | $8,139 | $4,600+76.9% | $3,890+109.2% | $5,983+36.0% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |