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 | $849,610 | $212,386+300.0% | $199,883+325.1% | $138,895+511.7% |
| Participation rate | 36.4% | 87.4%-51.0pp | 86.8%-50.4pp | 79.9%-43.6pp |
| Annual return | 16.61% | 47.75%-31.1pp | 43.81%-27.2pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,614 | $9,617+20.8% | $9,138+27.1% | $6,396+81.6% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |