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 | $377,839 | $71,197+430.7% | $93,669+303.4% | $80,925+366.9% |
| Participation rate | 28.0% | 60.4%-32.4pp | 68.7%-40.7pp | 67.7%-39.7pp |
| Annual return | 14.25% | 11.27%+3.0pp | 133.59%-119.3pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,344 | $1,565-14.1% | $2,424-44.6% | $2,756-51.3% |
| Participant deferral / active EE | $2,968 | $4,036-26.5% | $4,416-32.8% | $4,299-31.0% |
| Admin fee / account holder | $33 | $6,959-99.5% | $8,291-99.6% | $6,940-99.5% |