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 | $253,323 | $171,867+47.4% | $149,721+69.2% | $147,586+71.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.14% | 2113.36%-2095.2pp | 1501.67%-1483.5pp | 578.59%-560.5pp |
| Employer contribution / active EE | $14,949 | $6,275+138.2% | $5,444+174.6% | $4,876+206.6% |
| Participant deferral / active EE | $15,357 | $7,270+111.2% | $6,568+133.8% | $5,439+182.4% |
| Admin fee / account holder | $57 | $13,799-99.6% | $11,282-99.5% | $10,886-99.5% |