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 | $336,544 | $125,190+168.8% | $105,624+218.6% | $145,897+130.7% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 15.60% | 225.22%-209.6pp | 116.20%-100.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,551 | $3,720-58.3% | $3,168-51.0% | $4,663-66.7% |
| Participant deferral / active EE | $3,440 | $5,716-39.8% | $5,013-31.4% | $6,689-48.6% |
| Admin fee / account holder | $55 | $17,138-99.7% | $10,961-99.5% | $13,390-99.6% |