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 | $410,123 | $169,361+142.2% | $129,397+216.9% | $145,877+181.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 11.38% | 14395.54%-14384.2pp | 9453.98%-9442.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $18,869 | $5,542+240.5% | $4,154+354.2% | $4,663+304.7% |
| Participant deferral / active EE | $10,345 | $4,987+107.4% | $4,167+148.2% | $6,691+54.6% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |