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 | $618,914 | $227,399+172.2% | $189,758+226.2% | $198,609+211.6% |
| Participation rate | 16.7% | 84.0%-67.3pp | 79.8%-63.1pp | 82.4%-65.7pp |
| Annual return | 13.44% | 61.03%-47.6pp | 52.62%-39.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,219 | $5,526-78.0% | $4,767-74.4% | $5,055-75.9% |
| Participant deferral / active EE | $3,702 | $6,837-45.9% | $5,856-36.8% | $6,977-46.9% |
| Admin fee / account holder | $120 | $25,162-99.5% | $20,388-99.4% | $19,030-99.4% |