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 | $462,178 | $217,432+112.6% | $185,849+148.7% | $167,536+175.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.60% | 148.42%-131.8pp | 122.10%-105.5pp | 478.82%-462.2pp |
| Employer contribution / active EE | $14,364 | $5,875+144.5% | $5,169+177.9% | $4,839+196.8% |
| Participant deferral / active EE | $7,583 | $6,357+19.3% | $5,569+36.2% | $6,342+19.6% |
| Admin fee / account holder | $68 | $19,818-99.7% | $16,244-99.6% | $12,315-99.4% |