Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $256,829 | $138,078+86.0% | $125,363+104.9% | $134,509+90.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.53% | 750.49%-763.0pp | 572.15%-584.7pp | 418.13%-430.7pp |
| Employer contribution / active EE | $23,725 | $5,245+352.4% | $4,815+392.8% | $4,741+400.5% |
| Participant deferral / active EE | $13,496 | $7,800+73.0% | $7,447+81.2% | $6,400+110.9% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |