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 | $268,859 | $165,584+62.4% | $142,942+88.1% | $137,256+95.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 28.65% | 164.22%-135.6pp | 113.70%-85.0pp | 220.34%-191.7pp |
| Employer contribution / active EE | $35,971 | $4,725+661.2% | $4,139+769.0% | $4,156+765.5% |
| Participant deferral / active EE | $21,188 | $8,194+158.6% | $7,128+197.2% | $6,407+230.7% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |