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 | $555,133 | $175,259+216.7% | $149,723+270.8% | $139,487+298.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.66% | 166.82%-150.2pp | 134.50%-117.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $12,052 | $5,478+120.0% | $4,821+150.0% | $4,755+153.5% |
| Participant deferral / active EE | $9,368 | $6,522+43.6% | $5,682+64.9% | $6,713+39.6% |
| Admin fee / account holder | $27 | $16,158-99.8% | $13,215-99.8% | $11,407-99.8% |