Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $363,114 | $166,089+118.6% | $164,928+120.2% | $145,978+148.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.85% | 100.26%-90.4pp | 70.08%-60.2pp | 550.52%-540.7pp |
| Employer contribution / active EE | $27,969 | $5,276+430.1% | $4,343+544.0% | $4,662+500.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |