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 | $584,442 | $111,535+424.0% | $105,223+455.4% | $137,256+325.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 12.53% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $4,487 | $3,939+13.9% | $3,689+21.7% | $4,156+8.0% |
| Participant deferral / active EE | $9,013 | $5,500+63.9% | $5,072+77.7% | $6,407+40.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |