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 | $381,070 | $174,379+118.5% | $152,093+150.6% | $138,895+174.4% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 15.89% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,855 | $4,652-60.1% | $4,175-55.6% | $4,194-55.8% |
| Participant deferral / active EE | $2,350 | $6,159-61.8% | $5,451-56.9% | $6,396-63.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |