Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $543,324 | $217,427+149.9% | $185,837+192.4% | $167,518+224.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.92% | 148.39%-138.5pp | 122.08%-112.2pp | 478.71%-468.8pp |
| Employer contribution / active EE | $16,574 | $5,874+182.2% | $5,168+220.7% | $4,838+242.5% |
| Participant deferral / active EE | $10,400 | $6,357+63.6% | $5,568+86.8% | $6,342+64.0% |
| Admin fee / account holder | $28 | $19,816-99.9% | $16,241-99.8% | $12,312-99.8% |