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 | $440,942 | $160,040+175.5% | $147,096+199.8% | $145,877+202.3% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 13.23% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $5,079 | $5,289-4.0% | $4,936+2.9% | $4,663+8.9% |
| Participant deferral / active EE | $9,815 | $8,429+16.4% | $8,071+21.6% | $6,691+46.7% |
| Admin fee / account holder | $4 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |