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 | $346,579 | $107,809+221.5% | $97,032+257.2% | $155,188+123.3% |
| Participation rate | 44.4% | 75.5%-31.0pp | 71.6%-27.1pp | 80.8%-36.4pp |
| Annual return | 10.90% | 38.06%-27.2pp | 35.38%-24.5pp | 148.84%-137.9pp |
| Employer contribution / active EE | $1,024 | $2,911-64.8% | $2,629-61.1% | $4,248-75.9% |
| Participant deferral / active EE | $4,529 | $5,129-11.7% | $4,672-3.1% | $6,531-30.7% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |