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 | $444,736 | $174,379+155.0% | $152,093+192.4% | $138,895+220.2% |
| Participation rate | 13.3% | 81.6%-68.3pp | 77.8%-64.4pp | 79.9%-66.6pp |
| Annual return | 15.92% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,663 | $4,652-64.3% | $4,175-60.2% | $4,194-60.4% |
| Participant deferral / active EE | $2,200 | $6,159-64.3% | $5,451-59.6% | $6,396-65.6% |
| Admin fee / account holder | $2 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |