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 | $303,399 | $183,539+65.3% | $155,556+95.0% | $145,897+108.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,010 | $5,315-62.2% | $4,675-57.0% | $4,663-56.9% |
| Participant deferral / active EE | $13,764 | $6,467+112.8% | $5,631+144.4% | $6,689+105.8% |
| Admin fee / account holder | $12 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |