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 | $257,777 | $183,592+40.4% | $155,574+65.7% | $145,877+76.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.91% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $4,580 | $5,317-13.9% | $4,676-2.1% | $4,663-1.8% |
| Participant deferral / active EE | $3,428 | $6,466-47.0% | $5,629-39.1% | $6,691-48.8% |
| Admin fee / account holder | $66 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |