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 | $476,822 | $183,539+159.8% | $155,556+206.5% | $145,897+226.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.32% | 61.31%-45.0pp | 64.84%-48.5pp | 552.29%-536.0pp |
| Employer contribution / active EE | $11,989 | $5,315+125.6% | $4,675+156.4% | $4,663+157.1% |
| Participant deferral / active EE | $13,400 | $6,467+107.2% | $5,631+138.0% | $6,689+100.3% |
| Admin fee / account holder | $168 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |