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.
Participant 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 | $279,616 | $198,461+40.9% | $170,436+64.1% | $147,585+89.5% |
| Participation rate | 27.3% | 88.0%-60.7pp | 83.6%-56.3pp | 82.8%-55.6pp |
| Annual return | 33.16% | 257.30%-224.1pp | 205.94%-172.8pp | 578.57%-545.4pp |
| Employer contribution / active EE | $1,626 | $6,184-73.7% | $5,433-70.1% | $4,876-66.7% |
| Participant deferral / active EE | $1,720 | $5,629-69.4% | $4,939-65.2% | $5,439-68.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |