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 | $294,435 | $93,064+216.4% | $74,577+294.8% | $273,972+7.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 7.84% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $560 | $3,160-82.3% | $2,525-77.8% | $4,869-88.5% |
| Participant deferral / active EE | $9,000 | $4,160+116.3% | $3,458+160.3% | $5,287+70.2% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |