Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $429,007 | $154,209+178.2% | $130,062+229.8% | $139,487+207.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.59% | 32.52%-18.9pp | -137.37%+151.0pp | 373.84%-360.3pp |
| Employer contribution / active EE | $40,894 | $5,292+672.7% | $4,322+846.2% | $4,755+760.1% |
| Participant deferral / active EE | $37,500 | $6,709+458.9% | $5,821+544.3% | $6,713+458.7% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |