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 | $721,031 | $227,399+217.1% | $189,758+280.0% | $198,609+263.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 10.90% | 61.03%-50.1pp | 52.62%-41.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $1,691 | $5,526-69.4% | $4,767-64.5% | $5,055-66.6% |
| Participant deferral / active EE | $7,699 | $6,837+12.6% | $5,856+31.5% | $6,977+10.4% |
| Admin fee / account holder | $15 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |