Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $292,677 | $169,336+72.8% | $129,384+126.2% | $145,884+100.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.43% | 14408.70%-14396.3pp | 9461.77%-9449.3pp | 551.85%-539.4pp |
| Employer contribution / active EE | $15,333 | $5,540+176.8% | $4,153+269.2% | $4,662+228.9% |
| Participant deferral / active EE | $9,462 | $4,985+89.8% | $4,166+127.1% | $6,690+41.4% |
| Admin fee / account holder | $143 | $9,912-98.6% | $7,686-98.1% | $13,392-98.9% |