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 | $600,956 | $169,356+254.8% | $129,406+364.4% | $145,897+311.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 9.71% | 14418.62%-14408.9pp | 9468.18%-9458.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $16,733 | $5,542+201.9% | $4,155+302.7% | $4,663+258.9% |
| Participant deferral / active EE | $11,167 | $4,987+123.9% | $4,167+168.0% | $6,689+66.9% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |