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 | $700,800 | $183,988+280.9% | $162,177+332.1% | $152,897+358.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.48% | 150.79%-127.3pp | 115.60%-92.1pp | 345.43%-322.0pp |
| Employer contribution / active EE | $50,000 | $6,370+684.9% | $5,613+790.8% | $4,764+949.6% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |