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 | $515,272 | $217,432+137.0% | $185,849+177.3% | $167,536+207.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 39.28% | 148.42%-109.1pp | 122.10%-82.8pp | 478.82%-439.5pp |
| Employer contribution / active EE | $40,614 | $5,875+591.3% | $5,169+685.8% | $4,839+739.3% |
| Participant deferral / active EE | $27,100 | $6,357+326.3% | $5,569+386.6% | $6,342+327.3% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |