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 | $343,204 | $209,428+63.9% | $178,498+92.3% | $158,950+115.9% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 17.38% | 188.78%-171.4pp | 151.09%-133.7pp | 302.91%-285.5pp |
| Employer contribution / active EE | $1,655 | $5,707-71.0% | $5,011-67.0% | $4,762-65.2% |
| Participant deferral / active EE | $4,087 | $5,955-31.4% | $5,202-21.4% | $5,983-31.7% |
| Admin fee / account holder | $15 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |