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 | $263,741 | $166,089+58.8% | $164,928+59.9% | $145,978+80.7% |
| Participation rate | 36.8% | 82.0%-45.2pp | 78.6%-41.8pp | 80.3%-43.5pp |
| Annual return | 17.34% | 100.26%-82.9pp | 70.08%-52.7pp | 550.52%-533.2pp |
| Employer contribution / active EE | $933 | $5,276-82.3% | $4,343-78.5% | $4,662-80.0% |
| Participant deferral / active EE | $3,461 | $6,961-50.3% | $6,034-42.6% | $6,690-48.3% |
| Admin fee / account holder | $118 | $16,641-99.3% | $12,684-99.1% | $13,400-99.1% |