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 | $264,439 | $99,652+165.4% | $78,778+235.7% | $147,586+79.2% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 23.73% | 47.28%-23.6pp | 35.62%-11.9pp | 578.59%-554.9pp |
| Employer contribution / active EE | $889 | $2,796-68.2% | $1,986-55.2% | $4,876-81.8% |
| Participant deferral / active EE | $2,338 | $3,664-36.2% | $2,958-21.0% | $5,439-57.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |