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 | $423,569 | $97,732+333.4% | $83,831+405.3% | $135,380+212.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.13% | 1287.56%-1291.7pp | 850.99%-855.1pp | 519.81%-523.9pp |
| Employer contribution / active EE | $16,516 | $4,222+291.2% | $3,631+354.8% | $4,779+245.6% |
| Participant deferral / active EE | $10,286 | $4,683+119.6% | $4,082+152.0% | $5,609+83.4% |
| Admin fee / account holder | $53 | $6,675-99.2% | $5,479-99.0% | $10,828-99.5% |