Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $431,830 | $157,304+174.5% | $141,197+205.8% | $152,909+182.4% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 5897.16% | 64.34%+5832.8pp | 71.41%+5825.8pp | 345.46%+5551.7pp |
| Employer contribution / active EE | $3,162 | $5,263-39.9% | $4,736-33.2% | $4,764-33.6% |
| Participant deferral / active EE | $5,372 | $7,111-24.5% | $6,710-19.9% | $5,851-8.2% |
| Admin fee / account holder | $205 | $12,126-98.3% | $10,265-98.0% | $11,601-98.2% |