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 | $429,031 | $176,120+143.6% | $159,487+169.0% | $167,553+156.1% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 14.70% | 331.95%-317.2pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $1,667 | $5,299-68.5% | $4,831-65.5% | $4,840-65.6% |
| Participant deferral / active EE | $4,333 | $7,752-44.1% | $7,354-41.1% | $6,343-31.7% |
| Admin fee / account holder | $10 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |