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 | $327,801 | $90,606+261.8% | $79,466+312.5% | $135,379+142.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.12% | 977.69%-983.8pp | 718.28%-724.4pp | 519.79%-525.9pp |
| Employer contribution / active EE | $5,944 | $3,068+93.7% | $2,800+112.3% | $4,779+24.4% |
| Participant deferral / active EE | $9,528 | $4,050+135.2% | $3,704+157.2% | $5,609+69.9% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |