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 | $313,677 | $160,070+96.0% | $147,117+113.2% | $145,897+115.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.66% | 98.69%-68.0pp | 420.54%-389.9pp | 552.29%-521.6pp |
| Employer contribution / active EE | $10,866 | $5,285+105.6% | $4,932+120.3% | $4,663+133.1% |
| Participant deferral / active EE | $20,350 | $8,419+141.7% | $8,065+152.3% | $6,689+204.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |