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 | $265,567 | $227,566+16.7% | $189,558+40.1% | $167,518+58.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.5%-28.5pp | 82.1%-32.1pp |
| Annual return | 9.72% | 78.43%-68.7pp | 64.19%-54.5pp | 478.71%-469.0pp |
| Employer contribution / active EE | $770 | $5,316-85.5% | $4,412-82.5% | $4,838-84.1% |
| Participant deferral / active EE | $3,291 | $7,002-53.0% | $6,174-46.7% | $6,342-48.1% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |