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 | $315,973 | $81,749+286.5% | $58,544+439.7% | $139,456+126.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 42.40% | 7425.45%-7383.0pp | 4249.56%-4207.2pp | 373.45%-331.0pp |
| Employer contribution / active EE | $1,995 | $1,398+42.7% | $1,053+89.4% | $4,753-58.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,711-100.0% |
| Admin fee / account holder | $16 | $3,272-99.5% | $2,520-99.4% | $11,407-99.9% |