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 | $358,436 | $129,737+176.3% | $119,126+200.9% | $154,746+131.6% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 16.22% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $925 | $4,375-78.8% | $4,034-77.1% | $4,379-78.9% |
| Participant deferral / active EE | $4,360 | $5,842-25.4% | $5,318-18.0% | $6,730-35.2% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |