Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $383,389 | $154,228+148.6% | $145,433+163.6% | $137,256+179.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 177.27% | 74.59%+102.7pp | 66.58%+110.7pp | 220.34%-43.1pp |
| Employer contribution / active EE | $20,000 | $4,804+316.3% | $4,554+339.1% | $4,156+381.2% |
| Participant deferral / active EE | $10,051 | $8,216+22.3% | $7,897+27.3% | $6,407+56.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |