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 | $488,279 | $100,938+383.7% | $90,461+439.8% | $158,982+207.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.25% | 1727.20%-1710.0pp | 1294.76%-1277.5pp | 302.99%-285.7pp |
| Employer contribution / active EE | $13,210 | $3,691+257.8% | $3,264+304.7% | $4,763+177.3% |
| Participant deferral / active EE | $9,170 | $4,350+110.8% | $3,964+131.3% | $5,983+53.3% |
| Admin fee / account holder | $60 | $6,510-99.1% | $5,617-98.9% | $11,252-99.5% |