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 | $576,220 | $160,070+260.0% | $147,117+291.7% | $145,897+294.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.69% | 98.69%-73.0pp | 420.54%-394.9pp | 552.29%-526.6pp |
| Employer contribution / active EE | $2,608 | $5,285-50.6% | $4,932-47.1% | $4,663-44.1% |
| Participant deferral / active EE | $13,942 | $8,419+65.6% | $8,065+72.9% | $6,689+108.4% |
| Admin fee / account holder | $120 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |