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 | $266,719 | $138,114+93.1% | $125,391+112.7% | $134,545+98.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.39% | 750.88%-764.3pp | 572.41%-585.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $19,416 | $5,246+270.1% | $4,816+303.2% | $4,742+309.5% |
| Participant deferral / active EE | $18,742 | $7,801+140.2% | $7,448+151.6% | $6,401+192.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |