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 | $302,074 | $88,815+240.1% | $81,882+268.9% | $145,897+107.0% |
| Participation rate | 8.3% | 75.1%-66.7pp | 72.4%-64.1pp | 80.3%-72.0pp |
| Annual return | 11.70% | 1033.75%-1022.0pp | 779.47%-767.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $403 | $3,086-86.9% | $2,916-86.2% | $4,663-91.3% |
| Participant deferral / active EE | $1,733 | $4,647-62.7% | $4,323-59.9% | $6,689-74.1% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |