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 | $299,528 | $183,592+63.1% | $155,574+92.5% | $145,877+105.3% |
| Participation rate | 23.5% | 82.7%-59.2pp | 78.2%-54.7pp | 80.3%-56.8pp |
| Annual return | 11.69% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $721 | $5,317-86.4% | $4,676-84.6% | $4,663-84.5% |
| Participant deferral / active EE | $3,769 | $6,466-41.7% | $5,629-33.0% | $6,691-43.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |