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 | $369,045 | $101,069+265.1% | $81,478+352.9% | $147,585+150.1% |
| Participation rate | 22.2% | 74.5%-52.2pp | 68.0%-45.7pp | 82.8%-60.6pp |
| Annual return | 13.34% | 32.40%-19.1pp | 38.78%-25.4pp | 578.56%-565.2pp |
| Employer contribution / active EE | $429 | $3,205-86.6% | $2,568-83.3% | $4,876-91.2% |
| Participant deferral / active EE | $4,636 | $4,242+9.3% | $3,537+31.1% | $5,439-14.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |