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 | $429,630 | $176,077+144.0% | $159,455+169.4% | $167,518+156.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.50% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $3,840 | $5,298-27.5% | $4,830-20.5% | $4,838-20.6% |
| Participant deferral / active EE | $10,550 | $7,751+36.1% | $7,353+43.5% | $6,342+66.4% |
| Admin fee / account holder | $34 | $12,556-99.7% | $10,800-99.7% | $12,312-99.7% |