Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $266,314 | $108,911+144.5% | $100,392+165.3% | $145,884+82.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.19% | 58.23%-42.0pp | 49.45%-33.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $3,282 | $4,420-25.7% | $3,941-16.7% | $4,662-29.6% |
| Participant deferral / active EE | $16,813 | $8,459+98.8% | $8,090+107.8% | $6,690+151.3% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |