Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,750,084 | $67,823+2480.4% | $52,425+3238.3% | $137,256+1175.1% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 249.43% | 219.11%+30.3pp | 302.12%-52.7pp | 220.34%+29.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7 | $2,844-99.8% | $2,495-99.7% | $12,270-99.9% |