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 | $296,173 | $109,872+169.6% | $98,483+200.7% | $167,536+76.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 33.32% | 1959.31%-1926.0pp | 1494.38%-1461.1pp | 478.82%-445.5pp |
| Employer contribution / active EE | $10,825 | $3,225+235.6% | $2,961+265.6% | $4,839+123.7% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15 | $6,757-99.8% | $5,953-99.7% | $12,315-99.9% |