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 | $970,805 | $198,457+389.2% | $170,435+469.6% | $147,586+557.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 39.12% | 257.30%-218.2pp | 205.94%-166.8pp | 578.59%-539.5pp |
| Employer contribution / active EE | $2,865 | $6,183-53.7% | $5,432-47.3% | $4,876-41.3% |
| Participant deferral / active EE | $8,531 | $5,629+51.6% | $4,939+72.7% | $5,439+56.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |