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 | $357,779 | $106,008+237.5% | $92,240+287.9% | $147,586+142.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.18% | 50.05%-29.9pp | 176.29%-156.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $15,121 | $4,333+248.9% | $3,680+310.9% | $4,876+210.1% |
| Participant deferral / active EE | $9,282 | $4,478+107.3% | $3,897+138.2% | $5,439+70.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |