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 | $573,698 | $160,070+258.4% | $147,117+290.0% | $145,897+293.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.75% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $19,762 | $5,285+274.0% | $4,932+300.7% | $4,663+323.8% |
| Participant deferral / active EE | $14,533 | $8,419+72.6% | $8,065+80.2% | $6,689+117.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |