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 | $687,796 | $88,815+674.4% | $81,882+740.0% | $145,897+371.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 22.57% | 1033.75%-1011.2pp | 779.47%-756.9pp | 552.29%-529.7pp |
| Employer contribution / active EE | $910 | $3,086-70.5% | $2,916-68.8% | $4,663-80.5% |
| Participant deferral / active EE | $3,640 | $4,647-21.7% | $4,323-15.8% | $6,689-45.6% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |