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 | $417,292 | $100,938+313.4% | $90,461+361.3% | $158,982+162.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.85% | 1727.20%-1710.4pp | 1294.76%-1277.9pp | 302.99%-286.1pp |
| Employer contribution / active EE | $22,554 | $3,691+511.0% | $3,264+591.0% | $4,763+373.5% |
| Participant deferral / active EE | $21,657 | $4,350+397.9% | $3,964+446.3% | $5,983+261.9% |
| Admin fee / account holder | $30 | $6,510-99.5% | $5,617-99.5% | $11,252-99.7% |