Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $252,932 | $141,004+79.4% | $112,273+125.3% | $139,466+81.4% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 25.38% | 32.75%-7.4pp | 30.23%-4.8pp | 373.66%-348.3pp |
| Employer contribution / active EE | $2,226 | $4,285-48.1% | $3,431-35.1% | $4,754-53.2% |
| Participant deferral / active EE | $12,833 | $5,878+118.3% | $4,800+167.4% | $6,712+91.2% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |