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 | $277,503 | $154,193+80.0% | $130,045+113.4% | $139,466+99.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 38.58% | 32.51%+6.1pp | -137.30%+175.9pp | 373.66%-335.1pp |
| Employer contribution / active EE | $2,095 | $5,292-60.4% | $4,321-51.5% | $4,754-55.9% |
| Participant deferral / active EE | $12,593 | $6,709+87.7% | $5,820+116.4% | $6,712+87.6% |
| Admin fee / account holder | $20 | $13,989-99.9% | $10,600-99.8% | $11,409-99.8% |