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 | $591,497 | $150,447+293.2% | $136,298+334.0% | $147,586+300.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.57% | 1049.15%-1037.6pp | 5156.27%-5144.7pp | 578.59%-567.0pp |
| Employer contribution / active EE | $9,204 | $5,256+75.1% | $4,696+96.0% | $4,876+88.7% |
| Participant deferral / active EE | $10,800 | $6,631+62.9% | $6,247+72.9% | $5,439+98.6% |
| Admin fee / account holder | $13 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |