Sign up free to preview peer percentile detail
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 | $759,491 | $162,136+368.4% | $152,301+398.7% | $154,746+390.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 21.18% | 91.02%-69.8pp | 80.50%-59.3pp | 172.34%-151.2pp |
| Employer contribution / active EE | $26,000 | $4,890+431.7% | $4,624+462.2% | $4,379+493.7% |
| Participant deferral / active EE | $15,667 | $8,341+87.8% | $8,004+95.7% | $6,730+132.8% |
| Admin fee / account holder | $5 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |