Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $287,356 | $183,988+56.2% | $162,177+77.2% | $152,897+87.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.86% | 150.79%-125.9pp | 115.60%-90.7pp | 345.43%-320.6pp |
| Employer contribution / active EE | $5,600 | $6,370-12.1% | $5,613-0.2% | $4,764+17.6% |
| Participant deferral / active EE | $12,488 | $8,032+55.5% | $7,297+71.1% | $5,851+113.4% |
| Admin fee / account holder | $13 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |