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 | $1,225,393 | $148,629+724.5% | $135,982+801.1% | $139,487+778.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 20.13% | 79.33%-59.2pp | 68.32%-48.2pp | 373.84%-353.7pp |
| Employer contribution / active EE | $667 | $5,247-87.3% | $4,859-86.3% | $4,755-86.0% |
| Participant deferral / active EE | $10,000 | $8,102+23.4% | $7,760+28.9% | $6,713+49.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |