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 | $265,660 | $159,978+66.1% | $147,041+80.7% | $145,978+82.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.01% | 98.36%-77.4pp | 419.21%-398.2pp | 550.52%-529.5pp |
| Employer contribution / active EE | $5,352 | $5,288+1.2% | $4,935+8.5% | $4,662+14.8% |
| Participant deferral / active EE | $11,962 | $8,429+41.9% | $8,071+48.2% | $6,690+78.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |