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 | $693,711 | $150,435+361.1% | $120,580+475.3% | $145,897+375.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 18.12% | 154.60%-136.5pp | 107.48%-89.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $13,446 | $4,352+208.9% | $3,469+287.6% | $4,663+188.4% |
| Participant deferral / active EE | $16,853 | $6,174+173.0% | $4,995+237.4% | $6,689+151.9% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |