Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $552,019 | $93,117+492.8% | $77,096+616.0% | $134,532+310.3% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | -1.67% | 62.67%-64.3pp | 42.35%-44.0pp | 418.27%-419.9pp |
| Employer contribution / active EE | $395 | $3,420-88.5% | $2,814-86.0% | $4,741-91.7% |
| Participant deferral / active EE | $5,400 | $5,241+3.0% | $4,429+21.9% | $6,401-15.6% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |