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 | $313,847 | $109,872+185.6% | $98,483+218.7% | $167,536+87.3% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 13.60% | 1959.31%-1945.7pp | 1494.38%-1480.8pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,985 | $3,225-38.4% | $2,961-32.9% | $4,839-59.0% |
| Participant deferral / active EE | $2,786 | $4,673-40.4% | $4,276-34.9% | $6,342-56.1% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |