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 | $312,163 | $111,787+179.2% | $93,681+233.2% | $145,978+113.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.35% | 203.52%-186.2pp | 133.47%-116.1pp | 550.52%-533.2pp |
| Employer contribution / active EE | $23,477 | $3,093+658.9% | $2,422+869.2% | $4,662+403.6% |
| Participant deferral / active EE | $12,733 | $4,918+158.9% | $4,415+188.4% | $6,690+90.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |