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 | $334,237 | $171,865+94.5% | $149,718+123.2% | $147,585+126.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.54% | 2113.29%-2096.7pp | 1501.67%-1485.1pp | 578.56%-562.0pp |
| Employer contribution / active EE | $2,536 | $6,275-59.6% | $5,445-53.4% | $4,876-48.0% |
| Participant deferral / active EE | $3,793 | $7,270-47.8% | $6,569-42.3% | $5,439-30.3% |
| Admin fee / account holder | $16 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |