Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $259,901 | $148,629+74.9% | $135,982+91.1% | $139,487+86.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.56% | 79.33%-60.8pp | 68.32%-49.8pp | 373.84%-355.3pp |
| Employer contribution / active EE | $18,136 | $5,247+245.7% | $4,859+273.2% | $4,755+281.4% |
| Participant deferral / active EE | $11,680 | $8,102+44.2% | $7,760+50.5% | $6,713+74.0% |
| Admin fee / account holder | $98 | $12,406-99.2% | $10,767-99.1% | $11,407-99.1% |