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 | $515,287 | $183,592+180.7% | $155,574+231.2% | $145,877+253.2% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 16.02% | 61.37%-45.3pp | 64.87%-48.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,385 | $5,317-73.9% | $4,676-70.4% | $4,663-70.3% |
| Participant deferral / active EE | $5,545 | $6,466-14.2% | $5,629-1.5% | $6,691-17.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |