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 | $260,063 | $176,077+47.7% | $159,455+63.1% | $167,518+55.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.06% | 331.83%-318.8pp | 263.63%-250.6pp | 478.71%-465.6pp |
| Employer contribution / active EE | $3,452 | $5,298-34.8% | $4,830-28.5% | $4,838-28.7% |
| Participant deferral / active EE | $9,383 | $7,751+21.1% | $7,353+27.6% | $6,342+48.0% |
| Admin fee / account holder | $224 | $12,556-98.2% | $10,800-97.9% | $12,312-98.2% |