Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $273,053 | $76,634+256.3% | $56,054+387.1% | $145,978+87.1% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 13.09% | 3004.33%-2991.2pp | 1705.95%-1692.9pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,274 | $1,380-7.7% | $1,039+22.7% | $4,662-72.7% |
| Participant deferral / active EE | $6,524 | $2,622+148.8% | $1,952+234.2% | $6,690-2.5% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |