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 | $448,014 | $165,399+170.9% | $149,745+199.2% | $158,982+181.8% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 27.53% | 348.34%-320.8pp | 276.72%-249.2pp | 302.99%-275.5pp |
| Employer contribution / active EE | $7,864 | $5,105+54.1% | $4,646+69.3% | $4,763+65.1% |
| Participant deferral / active EE | $1,617 | $7,183-77.5% | $6,843-76.4% | $5,983-73.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |