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 | $279,889 | $166,242+68.4% | $165,071+69.6% | $145,884+91.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.32% | 100.44%-87.1pp | 70.17%-56.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,346 | $5,283-55.6% | $4,347-46.0% | $4,662-49.7% |
| Participant deferral / active EE | $9,143 | $6,964+31.3% | $6,035+51.5% | $6,690+36.7% |
| Admin fee / account holder | $276 | $16,658-98.3% | $12,695-97.8% | $13,392-97.9% |