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 | $298,964 | $90,607+230.0% | $79,467+276.2% | $135,380+120.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.01% | 977.74%-982.7pp | 718.30%-723.3pp | 519.81%-524.8pp |
| Employer contribution / active EE | $17,329 | $3,068+464.9% | $2,800+518.8% | $4,779+262.6% |
| Participant deferral / active EE | $11,009 | $4,050+171.8% | $3,704+197.2% | $5,609+96.3% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |