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 | $250,117 | $150,445+66.3% | $136,297+83.5% | $147,585+69.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.38% | 1049.14%-1034.8pp | 5156.16%-5141.8pp | 578.57%-564.2pp |
| Employer contribution / active EE | $8,179 | $5,256+55.6% | $4,696+74.2% | $4,876+67.7% |
| Participant deferral / active EE | $3,429 | $6,631-48.3% | $6,247-45.1% | $5,439-37.0% |
| Admin fee / account holder | $27 | $10,906-99.8% | $9,244-99.7% | $10,885-99.8% |