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 | $483,502 | $167,533+188.6% | $151,645+218.8% | $134,545+259.4% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.5%-47.5pp | 81.2%-41.2pp |
| Annual return | -10.11% | 7.81%-17.9pp | 3.34%-13.4pp | 418.37%-428.5pp |
| Employer contribution / active EE | $1,228 | $6,828-82.0% | $6,165-80.1% | $4,742-74.1% |
| Participant deferral / active EE | $5,948 | $8,985-33.8% | $8,363-28.9% | $6,401-7.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |