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 | $291,454 | $106,588+173.4% | $94,215+209.4% | $155,188+87.8% |
| Participation rate | 53.3% | 74.3%-20.9pp | 70.0%-16.6pp | 80.8%-27.5pp |
| Annual return | 15.03% | 29.39%-14.4pp | 28.22%-13.2pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,420 | $3,080-21.4% | $2,675-9.6% | $4,248-43.0% |
| Participant deferral / active EE | $7,169 | $4,802+49.3% | $4,276+67.7% | $6,531+9.8% |
| Admin fee / account holder | $15 | $12,281-99.9% | $10,216-99.9% | $14,480-99.9% |