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 | $265,940 | $102,938+158.3% | $94,105+182.6% | $138,895+91.5% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 19.44% | 250.28%-230.8pp | 204.55%-185.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,444 | $2,732-10.5% | $2,504-2.4% | $4,194-41.7% |
| Participant deferral / active EE | $3,667 | $4,196-12.6% | $3,881-5.5% | $6,396-42.7% |
| Admin fee / account holder | $83 | $6,600-98.7% | $6,199-98.7% | $12,562-99.3% |