Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $540,572 | $129,737+316.7% | $119,126+353.8% | $154,746+249.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.96% | 379.08%-362.1pp | 282.11%-265.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $8,493 | $4,375+94.1% | $4,034+110.6% | $4,379+93.9% |
| Participant deferral / active EE | $24,875 | $5,842+325.8% | $5,318+367.8% | $6,730+269.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |