Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $257,492 | $90,607+184.2% | $79,467+224.0% | $135,380+90.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.57% | 977.74%-971.2pp | 718.30%-711.7pp | 519.81%-513.2pp |
| Employer contribution / active EE | $2,593 | $3,068-15.5% | $2,800-7.4% | $4,779-45.7% |
| Participant deferral / active EE | $2,900 | $4,050-28.4% | $3,704-21.7% | $5,609-48.3% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |