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 | $289,438 | $121,656+137.9% | $104,614+176.7% | $158,950+82.1% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 21.32% | 465.51%-444.2pp | 340.56%-319.2pp | 302.91%-281.6pp |
| Employer contribution / active EE | $1,423 | $3,164-55.0% | $2,681-46.9% | $4,762-70.1% |
| Participant deferral / active EE | $5,288 | $4,177+26.6% | $3,739+41.4% | $5,983-11.6% |
| Admin fee / account holder | $45 | $7,775-99.4% | $6,464-99.3% | $11,248-99.6% |