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 | $678,201 | $228,352+197.0% | $185,827+265.0% | $158,950+326.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 21.59% | 40.81%-19.2pp | 35.96%-14.4pp | 302.91%-281.3pp |
| Employer contribution / active EE | $18,750 | $4,967+277.5% | $4,087+358.8% | $4,762+293.7% |
| Participant deferral / active EE | $13,000 | $6,416+102.6% | $5,633+130.8% | $5,983+117.3% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |