Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $334,850 | $159,978+109.3% | $147,041+127.7% | $145,978+129.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.25% | 98.36%-85.1pp | 419.21%-406.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,830 | $5,288-65.4% | $4,935-62.9% | $4,662-60.7% |
| Participant deferral / active EE | $15,333 | $8,429+81.9% | $8,071+90.0% | $6,690+129.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |