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 | $562,248 | $109,905+411.6% | $98,506+470.8% | $167,553+235.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.65% | 1960.20%-1940.6pp | 1494.92%-1475.3pp | 478.89%-459.2pp |
| Employer contribution / active EE | $6,340 | $3,226+96.5% | $2,961+114.1% | $4,840+31.0% |
| Participant deferral / active EE | $23,833 | $4,674+409.9% | $4,277+457.3% | $6,343+275.8% |
| Admin fee / account holder | $8 | $6,760-99.9% | $5,955-99.9% | $12,316-99.9% |