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 | $391,623 | $160,040+144.7% | $147,096+166.2% | $145,877+168.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.14% | 98.49%-81.4pp | 419.75%-402.6pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,115 | $5,289-60.0% | $4,936-57.1% | $4,663-54.6% |
| Participant deferral / active EE | $5,324 | $8,429-36.8% | $8,071-34.0% | $6,691-20.4% |
| Admin fee / account holder | $2 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |