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 | $397,026 | $99,011+301.0% | $86,582+358.6% | $147,586+169.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.62% | 1312.75%-1302.1pp | 965.08%-954.5pp | 578.59%-568.0pp |
| Employer contribution / active EE | $14,714 | $3,132+369.8% | $2,839+418.2% | $4,876+201.7% |
| Participant deferral / active EE | $14,714 | $3,972+270.4% | $3,609+307.8% | $5,439+170.5% |
| Admin fee / account holder | $76 | $5,709-98.7% | $4,904-98.5% | $10,886-99.3% |