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 | $275,901 | $156,398+76.4% | $147,318+87.3% | $138,895+98.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 20.06% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $3,264 | $4,853-32.7% | $4,593-28.9% | $4,194-22.2% |
| Participant deferral / active EE | $5,396 | $8,237-34.5% | $7,906-31.8% | $6,396-15.6% |
| Admin fee / account holder | $142 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |