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 | $505,682 | $209,874+140.9% | $189,537+166.8% | $167,536+201.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.80% | 748.61%-738.8pp | 555.34%-545.5pp | 478.82%-469.0pp |
| Employer contribution / active EE | $20,160 | $6,913+191.6% | $6,161+227.2% | $4,839+316.6% |
| Participant deferral / active EE | $13,844 | $8,934+55.0% | $8,220+68.4% | $6,342+118.3% |
| Admin fee / account holder | $21 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |