Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $893,327 | $88,778+906.2% | $81,844+991.5% | $145,884+512.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 51.77% | 1033.03%-981.3pp | 778.87%-727.1pp | 551.85%-500.1pp |
| Employer contribution / active EE | $1,561 | $3,087-49.4% | $2,916-46.5% | $4,662-66.5% |
| Participant deferral / active EE | $3,799 | $4,648-18.3% | $4,323-12.1% | $6,690-43.2% |
| Admin fee / account holder | $25 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |