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 | $390,830 | $167,522+133.3% | $151,639+157.7% | $134,532+190.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 113.41% | 7.81%+105.6pp | 3.34%+110.1pp | 418.27%-304.9pp |
| Employer contribution / active EE | $9,429 | $6,828+38.1% | $6,165+52.9% | $4,741+98.9% |
| Participant deferral / active EE | $14,071 | $8,986+56.6% | $8,363+68.2% | $6,401+119.8% |
| Admin fee / account holder | $20 | $13,780-99.9% | $11,613-99.8% | $11,429-99.8% |