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 | $430,288 | $103,008+317.7% | $90,304+376.5% | $152,897+181.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.05% | 95.22%-77.2pp | 78.13%-60.1pp | 345.43%-327.4pp |
| Employer contribution / active EE | $27,500 | $3,139+776.0% | $2,855+863.3% | $4,764+477.3% |
| Participant deferral / active EE | $3,733 | $4,281-12.8% | $3,885-3.9% | $5,851-36.2% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |