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 | $374,708 | $100,938+271.2% | $90,461+314.2% | $158,982+135.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 24.54% | 1727.20%-1702.7pp | 1294.76%-1270.2pp | 302.99%-278.4pp |
| Employer contribution / active EE | $2,963 | $3,691-19.7% | $3,264-9.2% | $4,763-37.8% |
| Participant deferral / active EE | $4,827 | $4,350+11.0% | $3,964+21.8% | $5,983-19.3% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |