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 | $323,634 | $209,874+54.2% | $189,537+70.8% | $167,536+93.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 748.61%-732.4pp | 555.34%-539.1pp | 478.82%-462.6pp |
| Employer contribution / active EE | $16,651 | $6,913+140.9% | $6,161+170.3% | $4,839+244.1% |
| Participant deferral / active EE | $10,066 | $8,934+12.7% | $8,220+22.5% | $6,342+58.7% |
| Admin fee / account holder | $40 | $14,299-99.7% | $12,048-99.7% | $12,315-99.7% |