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 | $550,616 | $209,425+162.9% | $178,499+208.5% | $158,966+246.4% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 15.92% | 188.80%-172.9pp | 151.10%-135.2pp | 302.95%-287.0pp |
| Employer contribution / active EE | $7,083 | $5,707+24.1% | $5,011+41.3% | $4,762+48.7% |
| Participant deferral / active EE | $6,558 | $5,955+10.1% | $5,202+26.1% | $5,983+9.6% |
| Admin fee / account holder | $176 | $17,078-99.0% | $13,986-98.7% | $11,250-98.4% |