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 | $683,055 | $107,363+536.2% | $92,909+635.2% | $152,897+346.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 23.19% | 145.63%-122.4pp | 109.44%-86.3pp | 345.43%-322.2pp |
| Employer contribution / active EE | $3,639 | $4,222-13.8% | $3,653-0.4% | $4,764-23.6% |
| Participant deferral / active EE | $9,613 | $4,848+98.3% | $4,238+126.8% | $5,851+64.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |