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 | $453,035 | $159,934+183.3% | $147,005+208.2% | $145,959+210.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.11% | 98.24%-75.1pp | 418.76%-395.7pp | 561.95%-538.8pp |
| Employer contribution / active EE | $7,660 | $5,287+44.9% | $4,934+55.2% | $4,661+64.3% |
| Participant deferral / active EE | $13,883 | $8,427+64.7% | $8,070+72.0% | $6,689+107.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |