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 | $450,997 | $125,190+260.3% | $105,624+327.0% | $145,897+209.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.03% | 225.22%-211.2pp | 116.20%-102.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,116 | $3,720-70.0% | $3,168-64.8% | $4,663-76.1% |
| Participant deferral / active EE | $3,660 | $5,716-36.0% | $5,013-27.0% | $6,689-45.3% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |