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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $457,403 | $129,737+252.6% | $119,126+284.0% | $154,746+195.6% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 18.03% | 379.08%-361.1pp | 282.11%-264.1pp | 172.34%-154.3pp |
| Employer contribution / active EE | $617 | $4,375-85.9% | $4,034-84.7% | $4,379-85.9% |
| Participant deferral / active EE | $3,863 | $5,842-33.9% | $5,318-27.4% | $6,730-42.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |