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 | $257,568 | $167,362+53.9% | $143,799+79.1% | $134,532+91.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -7.44% | 0.47%-7.9pp | -0.04%-7.4pp | 418.27%-425.7pp |
| Employer contribution / active EE | $1,590 | $5,620-71.7% | $4,952-67.9% | $4,741-66.5% |
| Participant deferral / active EE | $6,359 | $6,447-1.4% | $5,638+12.8% | $6,401-0.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |