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 | $336,853 | $96,678+248.4% | $86,640+288.8% | $139,466+141.5% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 18.59% | 106.69%-88.1pp | 592.52%-573.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $9,709 | $3,265+197.3% | $3,024+221.0% | $4,754+104.2% |
| Participant deferral / active EE | $19,102 | $4,837+294.9% | $4,438+330.4% | $6,712+184.6% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |