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 | $342,454 | $103,000+232.5% | $90,300+279.2% | $152,885+124.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.41% | 95.19%-77.8pp | 78.11%-60.7pp | 345.39%-328.0pp |
| Employer contribution / active EE | $6,179 | $3,138+96.9% | $2,854+116.5% | $4,763+29.7% |
| Participant deferral / active EE | $13,840 | $4,281+223.3% | $3,884+256.3% | $5,851+136.5% |
| Admin fee / account holder | $25 | $6,173-99.6% | $5,353-99.5% | $11,598-99.8% |