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 | $513,553 | $112,729+355.6% | $98,716+420.2% | $137,256+274.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 12.04% | 38.48%-26.4pp | 31.81%-19.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,529 | $2,725+29.5% | $2,279+54.9% | $4,156-15.1% |
| Participant deferral / active EE | $12,095 | $4,640+160.7% | $4,048+198.8% | $6,407+88.8% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |