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 | $445,980 | $121,701+266.5% | $104,639+326.2% | $158,982+180.5% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 19.26% | 465.72%-446.5pp | 340.67%-321.4pp | 302.99%-283.7pp |
| Employer contribution / active EE | $16,099 | $3,165+408.6% | $2,682+500.3% | $4,763+238.0% |
| Participant deferral / active EE | $10,885 | $4,176+160.7% | $3,738+191.2% | $5,983+81.9% |
| Admin fee / account holder | $245 | $7,778-96.8% | $6,465-96.2% | $11,252-97.8% |