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 | $468,794 | $150,442+211.6% | $136,295+244.0% | $147,585+217.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.18% | 1049.09%-1028.9pp | 5155.97%-5135.8pp | 578.56%-558.4pp |
| Employer contribution / active EE | $7,749 | $5,256+47.4% | $4,695+65.0% | $4,876+58.9% |
| Participant deferral / active EE | $11,500 | $6,630+73.4% | $6,247+84.1% | $5,439+111.5% |
| Admin fee / account holder | $45 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |