Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $317,994 | $124,336+155.8% | $111,303+185.7% | $167,518+89.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 22.71% | 37.45%-14.7pp | 54.66%-31.9pp | 478.71%-456.0pp |
| Employer contribution / active EE | $6,298 | $3,436+83.3% | $2,731+130.6% | $4,838+30.2% |
| Participant deferral / active EE | $18,848 | $5,181+263.8% | $4,487+320.0% | $6,342+197.2% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |