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 | $530,534 | $104,953+405.5% | $84,637+526.8% | $152,909+247.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 14.17% | 373.94%-359.8pp | 258.82%-244.6pp | 345.46%-331.3pp |
| Employer contribution / active EE | $8,250 | $3,304+149.7% | $2,653+210.9% | $4,764+73.2% |
| Participant deferral / active EE | $13,750 | $4,691+193.1% | $3,900+252.5% | $5,851+135.0% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |