Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $318,722 | $96,419+230.6% | $80,648+295.2% | $139,487+128.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.72% | 1352.86%-1337.1pp | 937.21%-921.5pp | 373.84%-358.1pp |
| Employer contribution / active EE | $5,214 | $3,261+59.9% | $2,724+91.4% | $4,755+9.7% |
| Participant deferral / active EE | $13,249 | $5,225+153.6% | $4,443+198.2% | $6,713+97.4% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |