Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $331,800 | $69,118+380.0% | $53,647+518.5% | $138,895+138.9% |
| Participation rate | 44.4% | 64.0%-19.5pp | 56.3%-11.8pp | 79.9%-35.5pp |
| Annual return | 6.72% | 248.26%-241.5pp | 358.33%-351.6pp | 145.39%-138.7pp |
| Employer contribution / active EE | $354 | $1,189-70.2% | $962-63.2% | $4,194-91.6% |
| Participant deferral / active EE | $845 | $2,274-62.8% | $1,813-53.4% | $6,396-86.8% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |