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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $269,076 | $176,120+52.8% | $159,487+68.7% | $167,553+60.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.60% | 331.95%-314.4pp | 263.71%-246.1pp | 478.89%-461.3pp |
| Employer contribution / active EE | $3,502 | $5,299-33.9% | $4,831-27.5% | $4,840-27.6% |
| Participant deferral / active EE | $7,582 | $7,752-2.2% | $7,354+3.1% | $6,343+19.5% |
| Admin fee / account holder | $2 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |