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 | $538,631 | $106,267+406.9% | $96,520+458.1% | $139,456+286.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 20.95% | 38.45%-17.5pp | 35.72%-14.8pp | 373.45%-352.5pp |
| Employer contribution / active EE | $12,422 | $4,105+202.6% | $3,739+232.3% | $4,753+161.4% |
| Participant deferral / active EE | $11,250 | $5,454+106.3% | $4,879+130.6% | $6,711+67.6% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |