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 | $674,540 | $100,938+568.3% | $90,461+645.7% | $158,982+324.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.86% | 1727.20%-1702.3pp | 1294.76%-1269.9pp | 302.99%-278.1pp |
| Employer contribution / active EE | $19,571 | $3,691+430.2% | $3,264+499.6% | $4,763+310.9% |
| Participant deferral / active EE | $22,254 | $4,350+411.6% | $3,964+461.4% | $5,983+271.9% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |