Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participant 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 | $284,037 | $111,830+154.0% | $93,696+203.1% | $145,884+94.7% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 15.58% | 204.08%-188.5pp | 133.74%-118.2pp | 551.85%-536.3pp |
| Employer contribution / active EE | $600 | $3,093-80.6% | $2,422-75.2% | $4,662-87.1% |
| Participant deferral / active EE | $852 | $4,920-82.7% | $4,417-80.7% | $6,690-87.3% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |