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 | $341,021 | $180,459+89.0% | $154,108+121.3% | $135,380+151.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.12% | 888.21%-888.1pp | 735.21%-735.1pp | 519.81%-519.7pp |
| Employer contribution / active EE | $20,623 | $6,035+241.7% | $5,298+289.3% | $4,779+331.5% |
| Participant deferral / active EE | $14,034 | $5,806+141.7% | $5,081+176.2% | $5,609+150.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |