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 | $903,461 | $185,199+387.8% | $142,874+532.3% | $167,518+439.3% |
| Participation rate | 50.0% | 78.5%-28.5pp | 72.0%-22.0pp | 82.1%-32.1pp |
| Annual return | 0.00% | 8556.90%-8556.9pp | 5638.58%-5638.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $60 | $8,031-99.3% | $6,561-99.1% | $12,312-99.5% |