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 | $426,688 | $162,136+163.2% | $152,301+180.2% | $154,746+175.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.08% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,308 | $4,890-32.4% | $4,624-28.5% | $4,379-24.5% |
| Participant deferral / active EE | $10,966 | $8,341+31.5% | $8,004+37.0% | $6,730+62.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |