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 | $402,632 | $192,829+108.8% | $142,516+182.5% | $139,487+188.7% |
| Participation rate | 66.7% | 81.4%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 13.36% | 18.07%-4.7pp | 20.03%-6.7pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,510 | $5,808-56.8% | $4,849-48.2% | $4,755-47.2% |
| Participant deferral / active EE | $15,459 | $7,200+114.7% | $6,280+146.2% | $6,713+130.3% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,008-100.0% | $11,407-100.0% |