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 | $276,111 | $111,830+146.9% | $93,696+194.7% | $145,884+89.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.66% | 204.08%-180.4pp | 133.74%-110.1pp | 551.85%-528.2pp |
| Employer contribution / active EE | $2,944 | $3,093-4.8% | $2,422+21.5% | $4,662-36.9% |
| Participant deferral / active EE | $4,900 | $4,920-0.4% | $4,417+10.9% | $6,690-26.8% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |