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 | $250,496 | $88,710+182.4% | $81,783+206.3% | $145,959+71.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.08% | 1027.26%-1016.2pp | 775.05%-764.0pp | 561.95%-550.9pp |
| Employer contribution / active EE | $26,943 | $3,083+773.9% | $2,913+825.1% | $4,661+478.1% |
| Participant deferral / active EE | $17,208 | $4,645+270.5% | $4,320+298.3% | $6,689+157.3% |
| Admin fee / account holder | $53 | $8,407-99.4% | $7,380-99.3% | $13,398-99.6% |