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 | $332,719 | $157,304+111.5% | $141,197+135.6% | $152,909+117.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 21.51% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-324.0pp |
| Employer contribution / active EE | $882 | $5,263-83.2% | $4,736-81.4% | $4,764-81.5% |
| Participant deferral / active EE | $5,000 | $7,111-29.7% | $6,710-25.5% | $5,851-14.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |