Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $258,783 | $180,749+43.2% | $160,784+61.0% | $137,256+88.5% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 13.07% | 2234.46%-2221.4pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $17,426 | $4,155+319.4% | $3,733+366.8% | $4,156+319.3% |
| Participant deferral / active EE | $12,400 | $6,844+81.2% | $6,293+97.0% | $6,407+93.5% |
| Admin fee / account holder | $35 | $10,397-99.7% | $9,717-99.6% | $12,270-99.7% |