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 | $400,603 | $201,372+98.9% | $184,260+117.4% | $145,884+174.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.88% | 29.04%-17.2pp | 28.84%-17.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,914 | $7,024-72.7% | $6,427-70.2% | $4,662-58.9% |
| Participant deferral / active EE | $12,643 | $9,808+28.9% | $9,133+38.4% | $6,690+89.0% |
| Admin fee / account holder | $17 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |