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 | $316,846 | $51,638+513.6% | $68,368+363.4% | $82,448+284.3% |
| Participation rate | 13.5% | 63.6%-50.1pp | 73.8%-60.2pp | 68.1%-54.6pp |
| Annual return | 18.65% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $872 | $2,047-57.4% | $2,649-67.1% | $2,551-65.8% |
| Participant deferral / active EE | $1,543 | $2,914-47.0% | $4,123-62.6% | $4,139-62.7% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |