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 | $309,459 | $150,447+105.7% | $136,298+127.0% | $147,586+109.7% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 15.86% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,160 | $5,256-58.9% | $4,696-54.0% | $4,876-55.7% |
| Participant deferral / active EE | $4,800 | $6,631-27.6% | $6,247-23.2% | $5,439-11.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |