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 | $100,911+712.3% | $90,440+806.3% | $158,966+415.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.49% | 1726.62%-1703.1pp | 1294.38%-1270.9pp | 302.95%-279.5pp |
| Employer contribution / active EE | $13,593 | $3,690+268.4% | $3,263+316.6% | $4,762+185.4% |
| Participant deferral / active EE | $20,623 | $4,348+374.3% | $3,964+420.3% | $5,983+244.7% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |