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 | $288,638 | $100,970+185.9% | $96,576+198.9% | $137,256+110.3% |
| Participation rate | 38.5% | 82.6%-44.2pp | 81.4%-43.0pp | 80.0%-41.5pp |
| Annual return | 17.07% | 38.16%-21.1pp | 38.47%-21.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,121 | $3,809-44.3% | $3,553-40.3% | $4,156-49.0% |
| Participant deferral / active EE | $3,611 | $8,286-56.4% | $7,956-54.6% | $6,407-43.6% |
| Admin fee / account holder | $24 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |