Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $390,375 | $201,344+93.9% | $184,243+111.9% | $145,877+167.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.86% | 29.01%-16.1pp | 28.82%-16.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $21,761 | $7,022+209.9% | $6,427+238.6% | $4,663+366.7% |
| Participant deferral / active EE | $11,910 | $9,807+21.5% | $9,132+30.4% | $6,691+78.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |