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 | $273,177 | $150,435+81.6% | $120,580+126.6% | $145,897+87.2% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 9.97% | 154.60%-144.6pp | 107.48%-97.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $862 | $4,352-80.2% | $3,469-75.2% | $4,663-81.5% |
| Participant deferral / active EE | $1,576 | $6,174-74.5% | $4,995-68.5% | $6,689-76.4% |
| Admin fee / account holder | $19 | $12,182-99.8% | $9,418-99.8% | $13,390-99.9% |