Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $275,489 | $111,785+146.4% | $93,669+194.1% | $145,877+88.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 13.05% | 203.79%-190.7pp | 133.59%-120.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,195 | $3,096+3.2% | $2,424+31.8% | $4,663-31.5% |
| Participant deferral / active EE | $10,167 | $4,919+106.7% | $4,416+130.2% | $6,691+52.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |