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 | $338,300 | $154,228+119.4% | $145,433+132.6% | $137,256+146.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 21.14% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $9,074 | $4,804+88.9% | $4,554+99.2% | $4,156+118.3% |
| Participant deferral / active EE | $11,068 | $8,216+34.7% | $7,897+40.1% | $6,407+72.8% |
| Admin fee / account holder | $169 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |