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 | $269,868 | $225,673+19.6% | $203,872+32.4% | $155,188+73.9% |
| Participation rate | 20.0% | 80.3%-60.3pp | 77.8%-57.8pp | 80.8%-60.8pp |
| Annual return | 13.09% | 95.91%-82.8pp | 85.11%-72.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $420 | $4,099-89.8% | $3,757-88.8% | $4,248-90.1% |
| Participant deferral / active EE | $840 | $6,893-87.8% | $6,388-86.8% | $6,531-87.1% |
| Admin fee / account holder | $60 | $12,327-99.5% | $11,730-99.5% | $14,480-99.6% |