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 | $257,947 | $84,685+204.6% | $73,836+249.3% | $125,389+105.7% |
| Participation rate | 44.4% | 76.8%-32.3pp | 73.4%-29.0pp | 83.2%-38.7pp |
| Annual return | 0.51% | 3123.80%-3123.3pp | 2268.06%-2267.5pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,697 | $3,123-45.7% | $2,787-39.1% | $4,866-65.1% |
| Participant deferral / active EE | $4,590 | $3,993+15.0% | $3,583+28.1% | $5,352-14.2% |
| Admin fee / account holder | $31 | $5,694-99.5% | $4,882-99.4% | $9,541-99.7% |