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 | $819,683 | $100,895+712.4% | $90,430+806.4% | $158,950+415.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.49% | 1725.54%-1702.1pp | 1293.73%-1270.2pp | 302.91%-279.4pp |
| Employer contribution / active EE | $13,593 | $3,689+268.5% | $3,262+316.7% | $4,762+185.5% |
| Participant deferral / active EE | $20,623 | $4,347+374.4% | $3,963+420.4% | $5,983+244.7% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |