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 | $488,331 | $92,684+426.9% | $82,706+490.4% | $134,509+263.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -0.36% | 945.84%-946.2pp | 701.76%-702.1pp | 418.13%-418.5pp |
| Employer contribution / active EE | $21,090 | $3,272+544.6% | $3,007+601.2% | $4,741+344.9% |
| Participant deferral / active EE | $11,763 | $4,800+145.1% | $4,394+167.7% | $6,400+83.8% |
| Admin fee / account holder | $17 | $5,982-99.7% | $5,329-99.7% | $11,427-99.8% |