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 | $662,774 | $211,105+214.0% | $178,449+271.4% | $145,978+354.0% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 27.86% | 30.19%-2.3pp | 27.09%+0.8pp | 550.52%-522.7pp |
| Employer contribution / active EE | $405 | $4,569-91.1% | $3,951-89.8% | $4,662-91.3% |
| Participant deferral / active EE | $3,186 | $6,959-54.2% | $6,277-49.2% | $6,690-52.4% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |