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 | $279,491 | $183,627+52.2% | $155,602+79.6% | $145,978+91.5% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 16.88% | 61.32%-44.4pp | 64.81%-47.9pp | 550.52%-533.6pp |
| Employer contribution / active EE | $665 | $5,316-87.5% | $4,675-85.8% | $4,662-85.7% |
| Participant deferral / active EE | $2,865 | $6,466-55.7% | $5,629-49.1% | $6,690-57.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |