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 | $1,511,909 | $217,432+595.3% | $185,849+713.5% | $167,536+802.4% |
| Participation rate | 9.1% | 86.1%-77.0pp | 81.7%-72.6pp | 82.1%-73.0pp |
| Annual return | 21.15% | 148.42%-127.3pp | 122.10%-100.9pp | 478.82%-457.7pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $12 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |