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 | $529,657 | $160,070+230.9% | $147,117+260.0% | $145,897+263.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.51% | 98.69%-74.2pp | 420.54%-396.0pp | 552.29%-527.8pp |
| Employer contribution / active EE | $19,959 | $5,285+277.7% | $4,932+304.6% | $4,663+328.1% |
| Participant deferral / active EE | $17,239 | $8,419+104.8% | $8,065+113.8% | $6,689+157.7% |
| Admin fee / account holder | $44 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |