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 | $644,747 | $90,617+611.5% | $79,476+711.3% | $135,382+376.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.24% | 977.57%-980.8pp | 718.21%-721.5pp | 519.77%-523.0pp |
| Employer contribution / active EE | $18,558 | $3,068+504.9% | $2,800+562.7% | $4,779+288.3% |
| Participant deferral / active EE | $16,333 | $4,050+303.2% | $3,704+341.0% | $5,609+191.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |