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 | $260,937 | $114,073+128.7% | $96,161+171.4% | $167,518+55.8% |
| Participation rate | 63.6% | 75.1%-11.4pp | 68.4%-4.8pp | 82.1%-18.5pp |
| Annual return | 17.82% | 189.95%-172.1pp | 192.01%-174.2pp | 478.71%-460.9pp |
| Employer contribution / active EE | $577 | $3,428-83.2% | $2,798-79.4% | $4,838-88.1% |
| Participant deferral / active EE | $2,965 | $5,195-42.9% | $4,349-31.8% | $6,342-53.2% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |