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 | $435,587 | $163,687+166.1% | $108,745+300.6% | $273,972+59.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 77.7%-27.7pp | 83.0%-33.0pp |
| Annual return | 78.71% | 31.16%+47.5pp | 46.22%+32.5pp | 41.46%+37.3pp |
| Employer contribution / active EE | $9,000 | $4,711+91.0% | $3,323+170.8% | $4,869+84.9% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $65 | $12,890-99.5% | $6,144-98.9% | $10,133-99.4% |