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 | $475,361 | $118,877+299.9% | $96,570+392.2% | $167,536+183.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 13.25% | 50.50%-37.3pp | 37.79%-24.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,681 | $3,121-46.1% | $2,357-28.7% | $4,839-65.3% |
| Participant deferral / active EE | $11,275 | $4,617+144.2% | $3,849+192.9% | $6,342+77.8% |
| Admin fee / account holder | $80 | $8,069-99.0% | $6,182-98.7% | $12,315-99.4% |