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 | $949,682 | $96,643+882.7% | $86,617+996.4% | $139,456+581.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.50% | 106.57%-91.1pp | 591.91%-576.4pp | 373.45%-358.0pp |
| Employer contribution / active EE | $14,421 | $3,264+341.8% | $3,023+377.0% | $4,753+203.4% |
| Participant deferral / active EE | $21,565 | $4,835+346.0% | $4,437+386.0% | $6,711+221.3% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |