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 | $260,270 | $138,102+88.5% | $125,381+107.6% | $134,532+93.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.89% | 750.73%-761.6pp | 572.31%-583.2pp | 418.27%-429.2pp |
| Employer contribution / active EE | $2,000 | $5,245-61.9% | $4,815-58.5% | $4,741-57.8% |
| Participant deferral / active EE | $8,850 | $7,801+13.5% | $7,448+18.8% | $6,401+38.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |