Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $987,498 | $162,136+509.1% | $152,301+548.4% | $154,746+538.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 390.63% | 91.02%+299.6pp | 80.50%+310.1pp | 172.34%+218.3pp |
| Employer contribution / active EE | $13,462 | $4,890+175.3% | $4,624+191.1% | $4,379+207.4% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $119 | $15,759-99.2% | $14,398-99.2% | $14,365-99.2% |