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 | $355,249 | $118,877+198.8% | $96,570+267.9% | $167,536+112.0% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 13.15% | 50.50%-37.4pp | 37.79%-24.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,516 | $4,617-23.8% | $3,849-8.7% | $6,342-44.6% |
| Admin fee / account holder | $32 | $8,069-99.6% | $6,182-99.5% | $12,315-99.7% |