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 | $265,508 | $165,351+60.6% | $149,710+77.3% | $158,931+67.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 26.70% | 348.19%-321.5pp | 276.63%-249.9pp | 302.86%-276.2pp |
| Employer contribution / active EE | $403 | $5,103-92.1% | $4,645-91.3% | $4,761-91.5% |
| Participant deferral / active EE | $6,181 | $7,181-13.9% | $6,842-9.7% | $5,982+3.3% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,247-99.9% |