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 | $387,843 | $88,754+337.0% | $81,820+374.0% | $145,877+165.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 15.93% | 1031.77%-1015.8pp | 777.93%-762.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,959 | $3,085-36.5% | $2,915-32.8% | $4,663-58.0% |
| Participant deferral / active EE | $4,544 | $4,648-2.2% | $4,323+5.1% | $6,691-32.1% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |