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 | $390,866 | $197,603+97.8% | $177,827+119.8% | $158,950+145.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 13.64% | 58.76%-45.1pp | 48.32%-34.7pp | 302.91%-289.3pp |
| Employer contribution / active EE | $19,035 | $6,698+184.2% | $5,918+221.6% | $4,762+299.7% |
| Participant deferral / active EE | $17,333 | $8,404+106.2% | $7,713+124.7% | $5,983+189.7% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |