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 | $336,521 | $148,623+126.4% | $135,974+147.5% | $139,466+141.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 19.17% | 79.30%-60.1pp | 68.30%-49.1pp | 373.66%-354.5pp |
| Employer contribution / active EE | $3,563 | $5,246-32.1% | $4,859-26.7% | $4,754-25.1% |
| Participant deferral / active EE | $10,820 | $8,103+33.5% | $7,760+39.4% | $6,712+61.2% |
| Admin fee / account holder | $25 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |