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 | $521,062 | $217,427+139.6% | $185,837+180.4% | $167,518+211.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.24% | 148.39%-134.2pp | 122.08%-107.8pp | 478.71%-464.5pp |
| Employer contribution / active EE | $21,208 | $5,874+261.0% | $5,168+310.4% | $4,838+338.3% |
| Participant deferral / active EE | $12,795 | $6,357+101.3% | $5,568+129.8% | $6,342+101.8% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |